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 | $470,629 | $108,172+335.1% | $77,482+507.4% | $158,922+196.1% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 10.64% | 31.67%-21.0pp | 54.79%-44.1pp | 302.83%-292.2pp |
| Employer contribution / active EE | $40,370 | $1,325+2947.1% | $986+3992.6% | $4,761+747.9% |
| Participant deferral / active EE | $0 | $2,456-100.0% | $1,861-100.0% | $5,982-100.0% |
| Admin fee / account holder | $20,760 | $3,708+459.9% | $2,858+626.5% | $11,246+84.6% |