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 6-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 | $258,111 | $165,335+56.1% | $149,696+72.4% | $158,922+62.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 76.29% | 348.15%-271.9pp | 276.60%-200.3pp | 302.83%-226.5pp |
| Employer contribution / active EE | $57,000 | $5,103+1017.0% | $4,644+1127.3% | $4,761+1097.2% |
| Participant deferral / active EE | $0 | $7,181-100.0% | $6,842-100.0% | $5,982-100.0% |
| Admin fee / account holder | $952 | $10,807-91.2% | $9,309-89.8% | $11,246-91.5% |