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 | $373,468 | $45,035+729.3% | $62,995+492.8% | $70,131+432.5% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.37% | 18.76%-6.4pp | 87.57%-75.2pp | 73.14%-60.8pp |
| Employer contribution / active EE | $17,240 | $2,051+740.5% | $2,759+524.9% | $2,342+636.0% |
| Participant deferral / active EE | $350 | $2,465-85.8% | $3,329-89.5% | $3,332-89.5% |
| Admin fee / account holder | $22,725 | $2,834+701.8% | $3,600+531.2% | $4,645+389.2% |