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 | $253,430 | $93,571+170.8% | $135,903+86.5% | $75,163+237.2% |
| Participation rate | 95.3% | 75.2%+20.2pp | 81.9%+13.4pp | 67.2%+28.2pp |
| Annual return | 15.63% | 30.90%-15.3pp | 68.23%-52.6pp | 160.62%-145.0pp |
| Employer contribution / active EE | $28,246 | $3,537+698.7% | $4,856+481.6% | $2,670+958.0% |
| Participant deferral / active EE | $1,070 | $6,404-83.3% | $7,758-86.2% | $4,125-74.1% |
| Admin fee / account holder | $2,457 | $6,975-64.8% | $10,762-77.2% | $5,651-56.5% |