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 | $370,695 | $181,894+103.8% | $156,549+136.8% | $273,961+35.3% |
| Participation rate | 84.2% | 88.4%-4.2pp | 84.0%+0.2pp | 83.0%+1.2pp |
| Annual return | 14.96% | 30.74%-15.8pp | 32.23%-17.3pp | 41.45%-26.5pp |
| Employer contribution / active EE | $7,780 | $6,248+24.5% | $5,501+41.4% | $4,869+59.8% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $9,005 | $15,559-42.1% | $13,027-30.9% | $10,132-11.1% |