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 | $798,189 | $138,044+478.2% | $125,339+536.8% | $134,475+493.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.26% | 750.33%-760.6pp | 572.05%-582.3pp | 417.96%-428.2pp |
| Employer contribution / active EE | $20,093 | $5,243+283.2% | $4,814+317.4% | $4,740+323.9% |
| Participant deferral / active EE | $2,167 | $7,799-72.2% | $7,446-70.9% | $6,400-66.1% |
| Admin fee / account holder | $36,968 | $11,571+219.5% | $10,010+269.3% | $11,426+223.5% |