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 | $348,230 | $157,256+121.4% | $141,162+146.7% | $152,861+127.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.16% | 64.32%-48.2pp | 71.39%-55.2pp | 345.32%-329.2pp |
| Employer contribution / active EE | $2,114 | $5,261-59.8% | $4,735-55.4% | $4,762-55.6% |
| Participant deferral / active EE | $520 | $7,109-92.7% | $6,709-92.2% | $5,850-91.1% |
| Admin fee / account holder | $320,387 | $12,120+2543.4% | $10,261+3022.3% | $11,596+2662.8% |