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 | $650,162 | $181,894+257.4% | $156,549+315.3% | $273,961+137.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 28.86% | 30.74%-1.9pp | 32.23%-3.4pp | 41.45%-12.6pp |
| Employer contribution / active EE | $20,552 | $6,248+228.9% | $5,501+273.6% | $4,869+322.1% |
| Participant deferral / active EE | $771 | $5,550-86.1% | $4,871-84.2% | $5,287-85.4% |
| Admin fee / account holder | $2,752 | $15,559-82.3% | $13,027-78.9% | $10,132-72.8% |