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 | $392,883 | $112,881+248.0% | $90,951+332.0% | $158,922+147.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 12.48% | 215.79%-203.3pp | 134.60%-122.1pp | 302.83%-290.3pp |
| Employer contribution / active EE | $5,336 | $2,893+84.4% | $2,122+151.5% | $4,761+12.1% |
| Participant deferral / active EE | $541 | $4,128-86.9% | $3,373-84.0% | $5,982-91.0% |
| Admin fee / account holder | $17,681 | $8,041+119.9% | $5,959+196.7% | $11,246+57.2% |