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 | $315,621 | $135,952+132.2% | $123,892+154.8% | $273,961+15.2% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 90.51% | 56.63%+33.9pp | 47.52%+43.0pp | 41.45%+49.1pp |
| Employer contribution / active EE | $5,128 | $5,170-0.8% | $4,617+11.1% | $4,869+5.3% |
| Participant deferral / active EE | $1,620 | $6,343-74.5% | $5,984-72.9% | $5,287-69.4% |
| Admin fee / account holder | $5,766 | $9,817-41.3% | $8,357-31.0% | $10,132-43.1% |