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 | $252,759 | $201,272+25.6% | $184,203+37.2% | $145,922+73.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.94% | 29.00%-13.1pp | 28.81%-12.9pp | 561.29%-545.3pp |
| Employer contribution / active EE | $7,740 | $7,022+10.2% | $6,427+20.4% | $4,660+66.1% |
| Participant deferral / active EE | $2,906 | $9,806-70.4% | $9,131-68.2% | $6,688-56.6% |
| Admin fee / account holder | $4,610 | $16,364-71.8% | $13,901-66.8% | $13,397-65.6% |