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 | $542,617 | $135,952+299.1% | $123,892+338.0% | $273,961+98.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.48% | 56.63%-50.1pp | 47.52%-41.0pp | 41.45%-35.0pp |
| Employer contribution / active EE | $18,410 | $5,170+256.1% | $4,617+298.8% | $4,869+278.1% |
| Participant deferral / active EE | $1,508 | $6,343-76.2% | $5,984-74.8% | $5,287-71.5% |
| Admin fee / account holder | $13,650 | $9,817+39.0% | $8,357+63.3% | $10,132+34.7% |