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 | $88,672+191.7% | $105,223+145.8% | $82,448+213.7% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 22.83% | 30.86%-8.0pp | 180.65%-157.8pp | 41.64%-18.8pp |
| Employer contribution / active EE | $9,188 | $3,048+201.4% | $3,689+149.1% | $2,551+260.2% |
| Participant deferral / active EE | $1,021 | $4,036-74.7% | $5,072-79.9% | $4,139-75.3% |
| Admin fee / account holder | $1,708 | $7,146-76.1% | $8,859-80.7% | $7,234-76.4% |