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 | $323,502 | $217,402+48.8% | $185,823+74.1% | $167,490+93.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.89% | 148.36%-132.5pp | 122.05%-106.2pp | 478.56%-462.7pp |
| Employer contribution / active EE | $6,385 | $5,873+8.7% | $5,167+23.6% | $4,837+32.0% |
| Participant deferral / active EE | $560 | $6,356-91.2% | $5,568-89.9% | $6,341-91.2% |
| Admin fee / account holder | $11,283 | $19,811-43.0% | $16,237-30.5% | $12,309-8.3% |