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 | $373,328 | $297,529+25.5% | $246,525+51.4% | $357,791+4.3% |
| Participation rate | 100.0% | 86.5%+13.5pp | 82.0%+18.0pp | 85.6%+14.4pp |
| Annual return | 21.76% | -2.25%+24.0pp | 0.46%+21.3pp | 396.79%-375.0pp |
| Employer contribution / active EE | $20,965 | $8,709+140.7% | $7,467+180.8% | $7,508+179.2% |
| Participant deferral / active EE | $6,824 | $6,076+12.3% | $5,422+25.8% | $5,521+23.6% |
| Admin fee / account holder | $9,003 | $16,212-44.5% | $16,551-45.6% | $28,387-68.3% |