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 | $266,874 | $109,817+143.0% | $98,442+171.1% | $167,490+59.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.02% | 1956.69%-1943.7pp | 1492.73%-1479.7pp | 478.56%-465.5pp |
| Employer contribution / active EE | $6,254 | $3,224+94.0% | $2,960+111.3% | $4,837+29.3% |
| Participant deferral / active EE | $267 | $4,673-94.3% | $4,276-93.8% | $6,341-95.8% |
| Admin fee / account holder | $12,057 | $6,753+78.5% | $5,949+102.7% | $12,309-2.0% |