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 | $281,271 | $185,822+51.4% | $169,993+65.5% | $139,434+101.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.01% | 60.50%-43.5pp | 53.37%-36.4pp | 372.94%-355.9pp |
| Employer contribution / active EE | $28,341 | $7,590+273.4% | $6,785+317.7% | $4,751+496.5% |
| Participant deferral / active EE | $187 | $11,622-98.4% | $10,408-98.2% | $6,710-97.2% |
| Admin fee / account holder | $2,245 | $15,381-85.4% | $12,815-82.5% | $11,403-80.3% |