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 | $343,063 | $88,707+286.7% | $74,183+362.5% | $273,961+25.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.63% | 11.94%-7.3pp | 17.74%-13.1pp | 41.45%-36.8pp |
| Employer contribution / active EE | $1,095 | $3,159-65.4% | $2,370-53.8% | $4,869-77.5% |
| Participant deferral / active EE | $1,205 | $4,212-71.4% | $3,550-66.0% | $5,287-77.2% |
| Admin fee / account holder | $9,359 | $8,717+7.4% | $5,586+67.5% | $10,132-7.6% |