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 | $576,280 | $138,044+317.5% | $125,339+359.8% | $134,475+328.5% |
| Participation rate | 95.7% | 84.5%+11.2pp | 82.4%+13.3pp | 81.2%+14.4pp |
| Annual return | -18.45% | 750.33%-768.8pp | 572.05%-590.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,626 | $5,243-69.0% | $4,814-66.2% | $4,740-65.7% |
| Participant deferral / active EE | $1,893 | $7,799-75.7% | $7,446-74.6% | $6,400-70.4% |
| Admin fee / account holder | $18,653 | $11,571+61.2% | $10,010+86.4% | $11,426+63.3% |