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 | $417,570 | $100,004+317.6% | $81,438+412.7% | $145,959+186.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 21.13% | 34.34%-13.2pp | 24.74%-3.6pp | 561.95%-540.8pp |
| Employer contribution / active EE | $25,751 | $2,970+767.2% | $2,460+946.6% | $4,661+452.5% |
| Participant deferral / active EE | $0 | $4,603-100.0% | $3,883-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,016 | $8,202-87.6% | $5,764-82.4% | $13,398-92.4% |