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 | $587,132 | $165,335+255.1% | $149,696+292.2% | $158,922+269.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.56% | 348.15%-334.6pp | 276.60%-263.0pp | 302.83%-289.3pp |
| Employer contribution / active EE | $4,532 | $5,103-11.2% | $4,644-2.4% | $4,761-4.8% |
| Participant deferral / active EE | $1,824 | $7,181-74.6% | $6,842-73.3% | $5,982-69.5% |
| Admin fee / account holder | $21,926 | $10,807+102.9% | $9,309+135.5% | $11,246+95.0% |