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 | $361,119 | $202,318+78.5% | $172,739+109.1% | $152,861+136.2% |
| Participation rate | 70.0% | 87.1%-17.1pp | 82.6%-12.6pp | 82.4%-12.4pp |
| Annual return | 20.20% | 1029.65%-1009.5pp | 802.84%-782.6pp | 345.32%-325.1pp |
| Employer contribution / active EE | $1,460 | $5,856-75.1% | $5,143-71.6% | $4,762-69.3% |
| Participant deferral / active EE | $1,999 | $5,948-66.4% | $5,198-61.5% | $5,850-65.8% |
| Admin fee / account holder | $7,552 | $17,109-55.9% | $13,954-45.9% | $11,596-34.9% |