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 | $272,194 | $107,452+153.3% | $91,541+197.3% | $142,382+91.2% |
| Participation rate | 83.3% | 75.1%+8.3pp | 69.8%+13.6pp | 80.1%+3.2pp |
| Annual return | 12.84% | 22.06%-9.2pp | 20.50%-7.7pp | 217.08%-204.2pp |
| Employer contribution / active EE | $3,924 | $2,994+31.0% | $2,505+56.7% | $4,299-8.7% |
| Participant deferral / active EE | $524 | $4,754-89.0% | $4,008-86.9% | $6,507-91.9% |
| Admin fee / account holder | $57,094 | $8,834+546.3% | $6,956+720.7% | $12,624+352.3% |