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 | $334,394 | $197,591+69.2% | $177,821+88.1% | $158,922+110.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 10.71% | 58.76%-48.1pp | 48.32%-37.6pp | 302.83%-292.1pp |
| Employer contribution / active EE | $4,010 | $6,697-40.1% | $5,918-32.3% | $4,761-15.8% |
| Participant deferral / active EE | $2,659 | $8,405-68.4% | $7,714-65.5% | $5,982-55.6% |
| Admin fee / account holder | $11,348 | $15,399-26.3% | $12,427-8.7% | $11,246+0.9% |