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 | $541,961 | $138,044+292.6% | $125,339+332.4% | $134,475+303.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.39% | 750.33%-765.7pp | 572.05%-587.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $21,013 | $5,243+300.8% | $4,814+336.5% | $4,740+343.3% |
| Participant deferral / active EE | $1,314 | $7,799-83.2% | $7,446-82.4% | $6,400-79.5% |
| Admin fee / account holder | $19,446 | $11,571+68.1% | $10,010+94.3% | $11,426+70.2% |