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 | $587,104 | $132,239+344.0% | $105,722+455.3% | $273,961+114.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 7.79% | 10.07%-2.3pp | 12.25%-4.5pp | 41.45%-33.7pp |
| Employer contribution / active EE | $26,167 | $4,867+437.7% | $4,079+541.5% | $4,869+437.5% |
| Participant deferral / active EE | $227 | $6,233-96.4% | $5,326-95.7% | $5,287-95.7% |
| Admin fee / account holder | $65,693 | $12,032+446.0% | $8,308+690.7% | $10,132+548.4% |