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 | $375,474 | $165,335+127.1% | $149,696+150.8% | $158,922+136.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.43% | 348.15%-339.7pp | 276.60%-268.2pp | 302.83%-294.4pp |
| Employer contribution / active EE | $1,895 | $5,103-62.9% | $4,644-59.2% | $4,761-60.2% |
| Participant deferral / active EE | $310 | $7,181-95.7% | $6,842-95.5% | $5,982-94.8% |
| Admin fee / account holder | $11,206 | $10,807+3.7% | $9,309+20.4% | $11,246-0.4% |