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 | $368,506 | $115,882+218.0% | $100,516+266.6% | $158,922+131.9% |
| Participation rate | 95.7% | 81.6%+14.1pp | 79.4%+16.3pp | 82.0%+13.7pp |
| Annual return | 19.67% | 34.79%-15.1pp | 30.89%-11.2pp | 302.83%-283.2pp |
| Employer contribution / active EE | $8,264 | $4,103+101.4% | $3,418+141.8% | $4,761+73.6% |
| Participant deferral / active EE | $0 | $6,674-100.0% | $6,270-100.0% | $5,982-100.0% |
| Admin fee / account holder | $4,532 | $10,995-58.8% | $8,081-43.9% | $11,246-59.7% |