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 | $324,870 | $209,411+55.1% | $178,490+82.0% | $158,922+104.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.12% | 188.75%-177.6pp | 151.07%-140.0pp | 302.83%-291.7pp |
| Employer contribution / active EE | $2,443 | $5,706-57.2% | $5,011-51.3% | $4,761-48.7% |
| Participant deferral / active EE | $592 | $5,954-90.1% | $5,202-88.6% | $5,982-90.1% |
| Admin fee / account holder | $176,144 | $17,074+931.6% | $13,984+1159.6% | $11,246+1466.3% |