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 | $438,401 | $183,963+138.3% | $162,163+170.3% | $152,861+186.8% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 20.61% | 150.76%-130.2pp | 115.59%-95.0pp | 345.32%-324.7pp |
| Employer contribution / active EE | $2,074 | $6,371-67.4% | $5,614-63.1% | $4,762-56.4% |
| Participant deferral / active EE | $2,286 | $8,034-71.5% | $7,298-68.7% | $5,850-60.9% |
| Admin fee / account holder | $51,335 | $13,121+291.2% | $10,843+373.5% | $11,596+342.7% |