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 | $293,184 | $69,518+321.7% | $59,878+389.6% | $135,375+116.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 7.39% | 7.94%-0.6pp | 3.46%+3.9pp | 519.73%-512.3pp |
| Employer contribution / active EE | $20,681 | $3,235+539.4% | $2,722+659.9% | $4,779+332.8% |
| Participant deferral / active EE | $600 | $4,206-85.7% | $3,402-82.4% | $5,609-89.3% |
| Admin fee / account holder | $3,727 | $5,734-35.0% | $3,590+3.8% | $10,827-65.6% |