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 | $394,528 | $210,648+87.3% | $177,989+121.7% | $145,922+170.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.17% | 385.86%-377.7pp | 294.48%-286.3pp | 561.29%-553.1pp |
| Employer contribution / active EE | $3,375 | $4,565-26.1% | $3,949-14.5% | $4,660-27.6% |
| Participant deferral / active EE | $780 | $6,958-88.8% | $6,276-87.6% | $6,688-88.3% |
| Admin fee / account holder | $3,365 | $12,013-72.0% | $10,363-67.5% | $13,397-74.9% |