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 | $514,352 | $71,883+615.5% | $86,677+493.4% | $68,494+650.9% |
| Participation rate | 98.4% | 72.2%+26.1pp | 76.6%+21.8pp | 67.9%+30.5pp |
| Annual return | 8.66% | 3.52%+5.1pp | 35.91%-27.2pp | -7.84%+16.5pp |
| Employer contribution / active EE | $2,908 | $2,173+33.8% | $2,836+2.5% | $2,596+12.0% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,298 | $6,112-62.4% | $7,493-69.3% | $5,403-57.5% |