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 | $968,612 | $162,781+495.0% | $133,956+623.1% | $158,922+509.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 18.63% | 41.94%-23.3pp | 45.09%-26.5pp | 302.83%-284.2pp |
| Employer contribution / active EE | $11,630 | $4,975+133.7% | $3,919+196.8% | $4,761+144.3% |
| Participant deferral / active EE | $1,661 | $5,911-71.9% | $5,048-67.1% | $5,982-72.2% |
| Admin fee / account holder | $5,106 | $11,736-56.5% | $8,927-42.8% | $11,246-54.6% |