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 | $330,510 | $116,175+184.5% | $93,606+253.1% | $152,861+116.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 21.71% | 35.96%-14.3pp | 32.76%-11.0pp | 345.32%-323.6pp |
| Employer contribution / active EE | $1,394 | $3,218-56.7% | $2,718-48.7% | $4,762-70.7% |
| Participant deferral / active EE | $713 | $4,603-84.5% | $4,069-82.5% | $5,850-87.8% |
| Admin fee / account holder | $1,326 | $10,748-87.7% | $7,888-83.2% | $11,596-88.6% |