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 | $450,018 | $197,591+127.8% | $177,821+153.1% | $158,922+183.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.39% | 58.76%-45.4pp | 48.32%-34.9pp | 302.83%-289.4pp |
| Employer contribution / active EE | $2,226 | $6,697-66.8% | $5,918-62.4% | $4,761-53.2% |
| Participant deferral / active EE | $1,547 | $8,405-81.6% | $7,714-80.0% | $5,982-74.1% |
| Admin fee / account holder | $1,939 | $15,399-87.4% | $12,427-84.4% | $11,246-82.8% |