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 | $631,464 | $297,529+112.2% | $246,525+156.1% | $357,791+76.5% |
| Participation rate | 100.0% | 86.5%+13.5pp | 82.0%+18.0pp | 85.6%+14.4pp |
| Annual return | 17.45% | -2.25%+19.7pp | 0.46%+17.0pp | 396.79%-379.3pp |
| Employer contribution / active EE | $16,305 | $8,709+87.2% | $7,467+118.4% | $7,508+117.2% |
| Participant deferral / active EE | $6,816 | $6,076+12.2% | $5,422+25.7% | $5,521+23.5% |
| Admin fee / account holder | $19,959 | $16,212+23.1% | $16,551+20.6% | $28,387-29.7% |