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 | $312,803 | $48,795+541.1% | $65,493+377.6% | $84,808+268.8% |
| Participation rate | 96.0% | 67.0%+29.0pp | 73.1%+22.9pp | 68.3%+27.7pp |
| Annual return | 15.86% | 20.20%-4.3pp | 982.45%-966.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $9,686 | $1,930+401.9% | $2,574+276.3% | $2,631+268.1% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $3,961-100.0% | $4,212-100.0% |
| Admin fee / account holder | $7,814 | $3,877+101.5% | $5,028+55.4% | $7,344+6.4% |