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 | $396,465 | $180,449+119.7% | $154,107+157.3% | $135,375+192.9% |
| Participation rate | 81.3% | 87.4%-6.2pp | 83.0%-1.8pp | 82.6%-1.4pp |
| Annual return | -3.59% | 888.09%-891.7pp | 735.12%-738.7pp | 519.73%-523.3pp |
| Employer contribution / active EE | $7,674 | $6,035+27.2% | $5,298+44.9% | $4,779+60.6% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $814 | $16,143-95.0% | $13,411-93.9% | $10,827-92.5% |