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 | $261,615 | $73,515+255.9% | $62,995+315.3% | $147,584+77.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 10.00% | 175.43%-165.4pp | 87.57%-77.6pp | 578.55%-568.6pp |
| Employer contribution / active EE | $20,533 | $3,320+518.4% | $2,759+644.3% | $4,876+321.1% |
| Participant deferral / active EE | $600 | $4,185-85.7% | $3,329-82.0% | $5,439-89.0% |
| Admin fee / account holder | $3,793 | $5,953-36.3% | $3,600+5.4% | $10,885-65.2% |