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 | $266,943 | $159,901+66.9% | $146,958+81.6% | $145,922+82.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.81% | 98.13%-77.3pp | 418.34%-397.5pp | 561.29%-540.5pp |
| Employer contribution / active EE | $5,689 | $5,286+7.6% | $4,933+15.3% | $4,660+22.1% |
| Participant deferral / active EE | $2,220 | $8,428-73.7% | $8,070-72.5% | $6,688-66.8% |
| Admin fee / account holder | $1,728 | $15,044-88.5% | $12,998-86.7% | $13,397-87.1% |