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 | $267,744 | $197,591+35.5% | $177,821+50.6% | $158,922+68.5% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 15.79% | 58.76%-43.0pp | 48.32%-32.5pp | 302.83%-287.0pp |
| Employer contribution / active EE | $5,000 | $6,697-25.3% | $5,918-15.5% | $4,761+5.0% |
| Participant deferral / active EE | $2,128 | $8,405-74.7% | $7,714-72.4% | $5,982-64.4% |
| Admin fee / account holder | $29,562 | $15,399+92.0% | $12,427+137.9% | $11,246+162.9% |