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 | $409,944 | $202,318+102.6% | $172,739+137.3% | $152,861+168.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.60% | 1029.65%-1014.1pp | 802.84%-787.2pp | 345.32%-329.7pp |
| Employer contribution / active EE | $2,127 | $5,856-63.7% | $5,143-58.6% | $4,762-55.3% |
| Participant deferral / active EE | $1,771 | $5,948-70.2% | $5,198-65.9% | $5,850-69.7% |
| Admin fee / account holder | $13,971 | $17,109-18.3% | $13,954+0.1% | $11,596+20.5% |