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 | $442,932 | $178,174+148.6% | $156,181+183.6% | $137,256+222.7% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | 16.66% | 84.19%-67.5pp | 64.87%-48.2pp | 220.34%-203.7pp |
| Employer contribution / active EE | $24,664 | $4,972+396.1% | $4,294+474.4% | $4,156+493.4% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $11,785 | $17,404-32.3% | $14,586-19.2% | $12,270-4.0% |