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 | $339,617 | $68,547+395.5% | $120,354+182.2% | $80,856+320.0% |
| Participation rate | 94.8% | 61.6%+33.2pp | 71.9%+22.9pp | 67.6%+27.2pp |
| Annual return | 18.47% | 23.60%-5.1pp | 107.15%-88.7pp | 35.59%-17.1pp |
| Employer contribution / active EE | $18,177 | $2,051+786.1% | $3,463+425.0% | $2,755+559.8% |
| Participant deferral / active EE | $0 | $3,173-100.0% | $4,991-100.0% | $4,296-100.0% |
| Admin fee / account holder | $6,115 | $5,732+6.7% | $9,423-35.1% | $6,918-11.6% |