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 | $501,878 | $217,402+130.9% | $185,823+170.1% | $167,490+199.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.41% | 148.36%-138.9pp | 122.05%-112.6pp | 478.56%-469.1pp |
| Employer contribution / active EE | $38,667 | $5,873+558.4% | $5,167+648.3% | $4,837+699.3% |
| Participant deferral / active EE | $2,167 | $6,356-65.9% | $5,568-61.1% | $6,341-65.8% |
| Admin fee / account holder | $64,153 | $19,811+223.8% | $16,237+295.1% | $12,309+421.2% |