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 | $755,615 | $115,770+552.7% | $101,248+646.3% | $158,922+375.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.20% | 56.14%-40.9pp | 46.47%-31.3pp | 302.83%-287.6pp |
| Employer contribution / active EE | $35,375 | $4,175+747.4% | $3,660+866.7% | $4,761+643.0% |
| Participant deferral / active EE | $840 | $4,957-83.1% | $4,370-80.8% | $5,982-86.0% |
| Admin fee / account holder | $4,501 | $7,245-37.9% | $5,945-24.3% | $11,246-60.0% |