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 | $376,489 | $115,770+225.2% | $101,248+271.8% | $158,922+136.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 25.16% | 56.14%-31.0pp | 46.47%-21.3pp | 302.83%-277.7pp |
| Employer contribution / active EE | $28,934 | $4,175+593.1% | $3,660+690.7% | $4,761+507.7% |
| Participant deferral / active EE | $520 | $4,957-89.5% | $4,370-88.1% | $5,982-91.3% |
| Admin fee / account holder | $2,788 | $7,245-61.5% | $5,945-53.1% | $11,246-75.2% |