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 | $178,174+42.2% | $156,181+62.3% | $137,256+84.6% |
| Participation rate | 89.5% | 82.0%+7.4pp | 78.8%+10.6pp | 80.0%+9.5pp |
| Annual return | 16.71% | 84.19%-67.5pp | 64.87%-48.2pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,857 | $4,972-62.6% | $4,294-56.7% | $4,156-55.3% |
| Participant deferral / active EE | $807 | $6,888-88.3% | $6,132-86.8% | $6,407-87.4% |
| Admin fee / account holder | $17,913 | $17,404+2.9% | $14,586+22.8% | $12,270+46.0% |