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 | $433,526 | $93,571+363.3% | $135,903+219.0% | $75,163+476.8% |
| Participation rate | 80.6% | 75.2%+5.4pp | 81.9%-1.4pp | 67.2%+13.4pp |
| Annual return | 26.35% | 30.90%-4.5pp | 68.23%-41.9pp | 160.62%-134.3pp |
| Employer contribution / active EE | $14,085 | $3,537+298.2% | $4,856+190.0% | $2,670+427.5% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $7,685 | $6,975+10.2% | $10,762-28.6% | $5,651+36.0% |