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 | $269,577 | $369,484-27.0% | $303,047-11.0% | $357,791-24.7% |
| Participation rate | 100.0% | 90.0%+10.0pp | 87.1%+12.9pp | 85.6%+14.4pp |
| Annual return | 13.64% | 0.42%+13.2pp | 2.47%+11.2pp | 396.79%-383.1pp |
| Employer contribution / active EE | $30,107 | $9,025+233.6% | $7,418+305.9% | $7,508+301.0% |
| Participant deferral / active EE | $3,600 | $5,439-33.8% | $5,070-29.0% | $5,521-34.8% |
| Admin fee / account holder | $1,870 | $49,137-96.2% | $39,333-95.2% | $28,387-93.4% |