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 | $329,020 | $157,256+109.2% | $141,162+133.1% | $152,861+115.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.07% | 64.32%-44.3pp | 71.39%-51.3pp | 345.32%-325.2pp |
| Employer contribution / active EE | $9,451 | $5,261+79.6% | $4,735+99.6% | $4,762+98.4% |
| Participant deferral / active EE | $1,388 | $7,109-80.5% | $6,709-79.3% | $5,850-76.3% |
| Admin fee / account holder | $9,426 | $12,120-22.2% | $10,261-8.1% | $11,596-18.7% |