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 | $316,201 | $54,762+477.4% | $90,281+250.2% | $72,985+333.2% |
| Participation rate | 87.1% | 65.1%+22.0pp | 73.3%+13.8pp | 69.5%+17.6pp |
| Annual return | 24.36% | 30.63%-6.3pp | 78.10%-53.7pp | 81.00%-56.6pp |
| Employer contribution / active EE | $11,905 | $2,092+469.0% | $2,854+317.1% | $2,440+388.0% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,607-100.0% |
| Admin fee / account holder | $12,645 | $3,972+218.4% | $5,351+136.3% | $5,124+146.8% |