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 | $331,087 | $86,929+280.9% | $102,423+223.3% | $80,856+309.5% |
| Participation rate | 86.7% | 72.4%+14.3pp | 76.5%+10.2pp | 67.6%+19.0pp |
| Annual return | 16.27% | 18.88%-2.6pp | 29.32%-13.1pp | 35.59%-19.3pp |
| Employer contribution / active EE | $20,000 | $2,369+744.1% | $3,023+561.5% | $2,755+626.0% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $5,053-100.0% | $4,296-100.0% |
| Admin fee / account holder | $74,284 | $8,049+822.9% | $9,451+686.0% | $6,918+973.8% |