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 | $303,781 | $138,044+120.1% | $125,339+142.4% | $134,475+125.9% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -13.45% | 750.33%-763.8pp | 572.05%-585.5pp | 417.96%-431.4pp |
| Employer contribution / active EE | $7,635 | $5,243+45.6% | $4,814+58.6% | $4,740+61.1% |
| Participant deferral / active EE | $1,920 | $7,799-75.4% | $7,446-74.2% | $6,400-70.0% |
| Admin fee / account holder | $1,710 | $11,571-85.2% | $10,010-82.9% | $11,426-85.0% |