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 | $253,436 | $179,726+41.0% | $156,263+62.2% | $142,382+78.0% |
| Participation rate | 89.5% | 82.1%+7.4pp | 78.9%+10.6pp | 80.1%+9.4pp |
| Annual return | 16.71% | 77.86%-61.2pp | 59.47%-42.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,857 | $5,069-63.4% | $4,333-57.1% | $4,299-56.8% |
| Participant deferral / active EE | $807 | $6,956-88.4% | $6,158-86.9% | $6,507-87.6% |
| Admin fee / account holder | $17,913 | $17,272+3.7% | $14,255+25.7% | $12,624+41.9% |