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 | $483,652 | $297,529+62.6% | $246,525+96.2% | $357,791+35.2% |
| Participation rate | 100.0% | 86.5%+13.5pp | 82.0%+18.0pp | 85.6%+14.4pp |
| Annual return | 10.26% | -2.25%+12.5pp | 0.46%+9.8pp | 396.79%-386.5pp |
| Employer contribution / active EE | $31,818 | $8,709+265.3% | $7,467+326.1% | $7,508+323.8% |
| Participant deferral / active EE | $0 | $6,076-100.0% | $5,422-100.0% | $5,521-100.0% |
| Admin fee / account holder | $21,926 | $16,212+35.2% | $16,551+32.5% | $28,387-22.8% |