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 | $389,231 | $217,402+79.0% | $185,823+109.5% | $167,490+132.4% |
| Participation rate | 72.7% | 86.0%-13.3pp | 81.7%-9.0pp | 82.1%-9.4pp |
| Annual return | 17.35% | 148.36%-131.0pp | 122.05%-104.7pp | 478.56%-461.2pp |
| Employer contribution / active EE | $6,985 | $5,873+18.9% | $5,167+35.2% | $4,837+44.4% |
| Participant deferral / active EE | $1,386 | $6,356-78.2% | $5,568-75.1% | $6,341-78.1% |
| Admin fee / account holder | $2,928 | $19,811-85.2% | $16,237-82.0% | $12,309-76.2% |