See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $349,984 | $173,345+101.9% | $136,007+157.3% | $145,922+139.8% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.63% | 1163.32%-1154.7pp | 579.32%-570.7pp | 561.29%-552.7pp |
| Employer contribution / active EE | $35,530 | $5,278+573.1% | $4,217+742.6% | $4,660+662.5% |
| Participant deferral / active EE | $0 | $8,699-100.0% | $7,025-100.0% | $6,688-100.0% |
| Admin fee / account holder | $10,073 | $9,954+1.2% | $6,858+46.9% | $13,397-24.8% |