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 | $737,385 | $183,963+300.8% | $162,163+354.7% | $152,861+382.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 19.07% | 150.76%-131.7pp | 115.59%-96.5pp | 345.32%-326.3pp |
| Employer contribution / active EE | $26,764 | $6,371+320.1% | $5,614+376.8% | $4,762+462.0% |
| Participant deferral / active EE | $2,725 | $8,034-66.1% | $7,298-62.7% | $5,850-53.4% |
| Admin fee / account holder | $2,809 | $13,121-78.6% | $10,843-74.1% | $11,596-75.8% |