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 | $533,046 | $179,726+196.6% | $156,263+241.1% | $142,382+274.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 11.58% | 77.86%-66.3pp | 59.47%-47.9pp | 217.08%-205.5pp |
| Employer contribution / active EE | $16,667 | $5,069+228.8% | $4,333+284.6% | $4,299+287.7% |
| Participant deferral / active EE | $0 | $6,956-100.0% | $6,158-100.0% | $6,507-100.0% |
| Admin fee / account holder | $4,185 | $17,272-75.8% | $14,255-70.6% | $12,624-66.9% |