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 | $251,403 | $62,586+301.7% | $76,768+227.5% | $64,186+291.7% |
| Participation rate | 86.5% | 72.8%+13.7pp | 77.0%+9.5pp | 69.6%+16.9pp |
| Annual return | 6.99% | -1.95%+8.9pp | 2.43%+4.6pp | 7.63%-0.6pp |
| Employer contribution / active EE | $3,491 | $1,832+90.5% | $2,485+40.5% | $2,381+46.6% |
| Participant deferral / active EE | $695 | $3,145-77.9% | $3,852-82.0% | $3,470-80.0% |
| Admin fee / account holder | $9,111 | $4,667+95.2% | $6,675+36.5% | $4,888+86.4% |