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 | $711,699 | $124,281+472.7% | $109,143+552.1% | $167,490+324.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 18.16% | 26.04%-7.9pp | 25.75%-7.6pp | 478.56%-460.4pp |
| Employer contribution / active EE | $22,509 | $4,207+435.0% | $3,722+504.8% | $4,837+365.3% |
| Participant deferral / active EE | $0 | $5,255-100.0% | $4,653-100.0% | $6,341-100.0% |
| Admin fee / account holder | $12,101 | $7,970+51.8% | $6,752+79.2% | $12,309-1.7% |