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 | $944,972 | $197,825+377.7% | $155,790+506.6% | $125,391+653.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 1.68% | 86.74%-85.1pp | 71.54%-69.9pp | 282.22%-280.5pp |
| Employer contribution / active EE | $7,857 | $4,847+62.1% | $3,836+104.8% | $4,866+61.5% |
| Participant deferral / active EE | $357 | $5,630-93.7% | $4,797-92.6% | $5,352-93.3% |
| Admin fee / account holder | $62,775 | $9,545+557.7% | $7,478+739.5% | $9,540+558.0% |