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 | $284,651 | $209,411+35.9% | $178,490+59.5% | $158,922+79.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.03% | 188.75%-175.7pp | 151.07%-138.0pp | 302.83%-289.8pp |
| Employer contribution / active EE | $5,432 | $5,706-4.8% | $5,011+8.4% | $4,761+14.1% |
| Participant deferral / active EE | $591 | $5,954-90.1% | $5,202-88.6% | $5,982-90.1% |
| Admin fee / account holder | $552 | $17,074-96.8% | $13,984-96.1% | $11,246-95.1% |