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 | $326,927 | $64,348+408.1% | $90,160+262.6% | $70,131+366.2% |
| Participation rate | 97.6% | 70.4%+27.1pp | 76.9%+20.7pp | 69.5%+28.0pp |
| Annual return | 17.48% | 28.13%-10.7pp | 34.88%-17.4pp | 73.14%-55.7pp |
| Employer contribution / active EE | $6,460 | $2,046+215.8% | $3,318+94.7% | $2,342+175.8% |
| Participant deferral / active EE | $1,029 | $4,389-76.5% | $5,288-80.5% | $3,332-69.1% |
| Admin fee / account holder | $29,676 | $3,944+652.5% | $5,943+399.3% | $4,645+538.8% |