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 | $265,384 | $147,727+79.6% | $115,756+129.3% | $134,475+97.3% |
| Participation rate | 93.3% | 80.4%+12.9pp | 77.1%+16.3pp | 81.2%+12.1pp |
| Annual return | -18.70% | 73.96%-92.7pp | 143.14%-161.8pp | 417.96%-436.7pp |
| Employer contribution / active EE | $6,096 | $4,713+29.3% | $3,793+60.7% | $4,740+28.6% |
| Participant deferral / active EE | $0 | $7,563-100.0% | $6,254-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,062 | $14,571-92.7% | $8,124-86.9% | $11,426-90.7% |