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 | $298,365 | $61,605+384.3% | $112,229+165.9% | $75,163+297.0% |
| Participation rate | 97.1% | 61.7%+35.4pp | 72.4%+24.7pp | 67.2%+29.9pp |
| Annual return | 16.04% | 28.47%-12.4pp | 30.20%-14.2pp | 160.62%-144.6pp |
| Employer contribution / active EE | $19,333 | $2,015+859.3% | $3,430+463.6% | $2,670+624.1% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,798-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,913 | $4,862-60.7% | $7,748-75.3% | $5,651-66.1% |