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 | $267,581 | $178,174+50.2% | $156,181+71.3% | $137,256+95.0% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.8%-7.4pp | 80.0%-8.5pp |
| Annual return | 10.46% | 84.19%-73.7pp | 64.87%-54.4pp | 220.34%-209.9pp |
| Employer contribution / active EE | $1,603 | $4,972-67.8% | $4,294-62.7% | $4,156-61.4% |
| Participant deferral / active EE | $1,509 | $6,888-78.1% | $6,132-75.4% | $6,407-76.4% |
| Admin fee / account holder | $8,345 | $17,404-52.1% | $14,586-42.8% | $12,270-32.0% |