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 | $702,407 | $142,344+393.5% | $119,609+487.3% | $134,475+422.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.19% | -12.44%-6.7pp | -14.97%-4.2pp | 417.96%-437.2pp |
| Employer contribution / active EE | $11,934 | $5,222+128.5% | $4,232+182.0% | $4,740+151.8% |
| Participant deferral / active EE | $249 | $6,469-96.1% | $5,602-95.6% | $6,400-96.1% |
| Admin fee / account holder | $21,810 | $13,584+60.6% | $10,323+111.3% | $11,426+90.9% |