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 | $645,181 | $201,272+220.6% | $184,203+250.3% | $145,922+342.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.15% | 29.00%-10.9pp | 28.81%-10.7pp | 561.29%-543.1pp |
| Employer contribution / active EE | $2,716 | $7,022-61.3% | $6,427-57.7% | $4,660-41.7% |
| Participant deferral / active EE | $100 | $9,806-99.0% | $9,131-98.9% | $6,688-98.5% |
| Admin fee / account holder | $4,358 | $16,364-73.4% | $13,901-68.6% | $13,397-67.5% |