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 | $400,554 | $83,902+377.4% | $167,512+139.1% | $84,808+372.3% |
| Participation rate | 87.5% | 66.5%+21.0pp | 77.1%+10.4pp | 68.3%+19.2pp |
| Annual return | 17.29% | 91.55%-74.3pp | 1615.79%-1598.5pp | 40.90%-23.6pp |
| Employer contribution / active EE | $7,207 | $2,264+218.3% | $3,882+85.7% | $2,631+173.9% |
| Participant deferral / active EE | $1,181 | $4,442-73.4% | $6,405-81.6% | $4,212-72.0% |
| Admin fee / account holder | $16,932 | $7,915+113.9% | $9,769+73.3% | $7,344+130.6% |