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 | $179,726+146.4% | $156,263+183.5% | $142,382+211.1% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 16.66% | 77.86%-61.2pp | 59.47%-42.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $24,664 | $5,069+386.5% | $4,333+469.2% | $4,299+473.7% |
| Participant deferral / active EE | $0 | $6,956-100.0% | $6,158-100.0% | $6,507-100.0% |
| Admin fee / account holder | $11,785 | $17,272-31.8% | $14,255-17.3% | $12,624-6.6% |