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 | $516,948 | $217,402+137.8% | $185,823+178.2% | $167,490+208.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 21.37% | 148.36%-127.0pp | 122.05%-100.7pp | 478.56%-457.2pp |
| Employer contribution / active EE | $16,697 | $5,873+184.3% | $5,167+223.1% | $4,837+245.2% |
| Participant deferral / active EE | $1,590 | $6,356-75.0% | $5,568-71.4% | $6,341-74.9% |
| Admin fee / account holder | $3,137 | $19,811-84.2% | $16,237-80.7% | $12,309-74.5% |