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 | $563,651 | $209,411+169.2% | $178,490+215.8% | $158,922+254.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.88% | 188.75%-176.9pp | 151.07%-139.2pp | 302.83%-290.9pp |
| Employer contribution / active EE | $1,279 | $5,706-77.6% | $5,011-74.5% | $4,761-73.1% |
| Participant deferral / active EE | $69 | $5,954-98.8% | $5,202-98.7% | $5,982-98.8% |
| Admin fee / account holder | $549 | $17,074-96.8% | $13,984-96.1% | $11,246-95.1% |