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 | $394,814 | $95,971+311.4% | $74,550+429.6% | $135,375+191.6% |
| Participation rate | 87.5% | 75.7%+11.8pp | 69.1%+18.4pp | 82.6%+4.9pp |
| Annual return | 11.21% | 56.96%-45.8pp | 32.53%-21.3pp | 519.73%-508.5pp |
| Employer contribution / active EE | $23,135 | $2,716+751.8% | $1,961+1079.8% | $4,779+384.1% |
| Participant deferral / active EE | $319 | $3,843-91.7% | $3,108-89.7% | $5,609-94.3% |
| Admin fee / account holder | $141,694 | $6,522+2072.7% | $5,060+2700.5% | $10,827+1208.7% |