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 | $683,283 | $86,699+688.1% | $73,307+832.1% | $125,391+444.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 2.07% | 2.78%-0.7pp | 5.67%-3.6pp | 282.22%-280.2pp |
| Employer contribution / active EE | $30,350 | $4,152+630.9% | $3,237+837.5% | $4,866+523.7% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,991-100.0% | $5,352-100.0% |
| Admin fee / account holder | $9,943 | $7,771+27.9% | $5,637+76.4% | $9,540+4.2% |