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 | $258,631 | $89,753+188.2% | $107,525+140.5% | $84,808+205.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 22.83% | 29.48%-6.6pp | 181.32%-158.5pp | 40.90%-18.1pp |
| Employer contribution / active EE | $9,188 | $3,113+195.1% | $3,754+144.8% | $2,631+249.2% |
| Participant deferral / active EE | $1,021 | $4,056-74.8% | $5,116-80.0% | $4,212-75.8% |
| Admin fee / account holder | $1,708 | $7,222-76.4% | $8,919-80.9% | $7,344-76.7% |