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 | $400,762 | $175,202+128.7% | $149,673+167.8% | $139,434+187.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.82% | 166.71%-154.9pp | 134.42%-122.6pp | 372.94%-361.1pp |
| Employer contribution / active EE | $12,000 | $5,474+119.2% | $4,818+149.1% | $4,751+152.6% |
| Participant deferral / active EE | $240 | $6,519-96.3% | $5,680-95.8% | $6,710-96.4% |
| Admin fee / account holder | $846 | $16,150-94.8% | $13,210-93.6% | $11,403-92.6% |