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 | $263,957 | $112,096+135.5% | $95,952+175.1% | $158,922+66.1% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | 12.64% | 171.09%-158.4pp | 91.61%-79.0pp | 302.83%-290.2pp |
| Employer contribution / active EE | $8,929 | $3,198+179.2% | $2,541+251.4% | $4,761+87.5% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,982-100.0% |
| Admin fee / account holder | $1,850 | $10,130-81.7% | $6,795-72.8% | $11,246-83.5% |