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 | $360,404 | $133,922+169.1% | $116,228+210.1% | $142,382+153.1% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.6%+12.9pp | 80.1%+7.4pp |
| Annual return | 11.69% | 147.76%-136.1pp | 90.06%-78.4pp | 217.08%-205.4pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,446 | $5,672-74.5% | $4,953-70.8% | $6,507-77.8% |
| Admin fee / account holder | $24,469 | $14,945+63.7% | $11,989+104.1% | $12,624+93.8% |