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 | $285,832 | $147,727+93.5% | $115,756+146.9% | $134,475+112.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -4.22% | 73.96%-78.2pp | 143.14%-147.4pp | 417.96%-422.2pp |
| Employer contribution / active EE | $1,824 | $4,713-61.3% | $3,793-51.9% | $4,740-61.5% |
| Participant deferral / active EE | $1,233 | $7,563-83.7% | $6,254-80.3% | $6,400-80.7% |
| Admin fee / account holder | $1,494 | $14,571-89.7% | $8,124-81.6% | $11,426-86.9% |