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 | $395,302 | $270,399+46.2% | $209,409+88.8% | $357,791+10.5% |
| Participation rate | 87.5% | 83.8%+3.7pp | 80.4%+7.1pp | 85.6%+1.9pp |
| Annual return | 12.60% | 194.89%-182.3pp | 159.49%-146.9pp | 396.79%-384.2pp |
| Employer contribution / active EE | $22,853 | $6,982+227.3% | $5,035+353.9% | $7,508+204.4% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $4,230-100.0% | $5,521-100.0% |
| Admin fee / account holder | $29,578 | $18,969+55.9% | $16,474+79.5% | $28,387+4.2% |