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 | $401,876 | $79,944+402.7% | $98,439+308.2% | $75,163+434.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 16.32% | 19.75%-3.4pp | 21.16%-4.8pp | 160.62%-144.3pp |
| Employer contribution / active EE | $14,017 | $2,264+519.2% | $3,048+359.9% | $2,670+425.0% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,125-100.0% |
| Admin fee / account holder | $17,654 | $6,840+158.1% | $8,948+97.3% | $5,651+212.4% |