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 | $318,831 | $72,277+341.1% | $101,248+214.9% | $79,858+299.2% |
| Participation rate | 81.5% | 68.5%+13.0pp | 75.8%+5.7pp | 69.6%+11.8pp |
| Annual return | 13.44% | 22.30%-8.9pp | 46.47%-33.0pp | 31.71%-18.3pp |
| Employer contribution / active EE | $13,966 | $2,692+418.9% | $3,660+281.6% | $2,471+465.2% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $36,580 | $4,400+731.3% | $5,945+515.2% | $5,306+589.4% |