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 | $255,256 | $88,707+187.8% | $74,183+244.1% | $273,961-6.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.60% | 11.94%-7.3pp | 17.74%-13.1pp | 41.45%-36.9pp |
| Employer contribution / active EE | $648 | $3,159-79.5% | $2,370-72.6% | $4,869-86.7% |
| Participant deferral / active EE | $810 | $4,212-80.8% | $3,550-77.2% | $5,287-84.7% |
| Admin fee / account holder | $1,440 | $8,717-83.5% | $5,586-74.2% | $10,132-85.8% |