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 | $303,683 | $160,055+89.7% | $140,016+116.9% | $135,375+124.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.71% | 911.38%-917.1pp | 651.12%-656.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $9,859 | $6,420+53.6% | $5,606+75.9% | $4,779+106.3% |
| Participant deferral / active EE | $817 | $7,642-89.3% | $6,927-88.2% | $5,609-85.4% |
| Admin fee / account holder | $3,449 | $13,328-74.1% | $10,705-67.8% | $10,827-68.1% |