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 | $364,793 | $118,680+207.4% | $98,907+268.8% | $158,922+129.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 9.87% | 372.35%-362.5pp | 196.43%-186.6pp | 302.83%-293.0pp |
| Employer contribution / active EE | $1,802 | $3,333-45.9% | $2,689-33.0% | $4,761-62.1% |
| Participant deferral / active EE | $814 | $5,088-84.0% | $4,244-80.8% | $5,982-86.4% |
| Admin fee / account holder | $1,039 | $10,131-89.7% | $6,642-84.4% | $11,246-90.8% |