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 | $660,563 | $297,529+122.0% | $246,525+167.9% | $357,791+84.6% |
| Participation rate | 100.0% | 86.5%+13.5pp | 82.0%+18.0pp | 85.6%+14.4pp |
| Annual return | 16.03% | -2.25%+18.3pp | 0.46%+15.6pp | 396.79%-380.8pp |
| Employer contribution / active EE | $37,177 | $8,709+326.9% | $7,467+397.9% | $7,508+395.2% |
| Participant deferral / active EE | $6,788 | $6,076+11.7% | $5,422+25.2% | $5,521+23.0% |
| Admin fee / account holder | $4,586 | $16,212-71.7% | $16,551-72.3% | $28,387-83.8% |