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 | $508,116 | $154,117+229.7% | $129,995+290.9% | $139,434+264.4% |
| Participation rate | 90.9% | 82.0%+9.0pp | 78.5%+12.4pp | 80.3%+10.6pp |
| Annual return | 14.59% | 32.48%-17.9pp | -137.18%+151.8pp | 372.94%-358.3pp |
| Employer contribution / active EE | $8,986 | $5,289+69.9% | $4,320+108.0% | $4,751+89.1% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,820-100.0% | $6,710-100.0% |
| Admin fee / account holder | $4,806 | $14,007-65.7% | $10,614-54.7% | $11,403-57.9% |