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 | $417,123 | $127,386+227.4% | $115,037+262.6% | $125,391+232.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.02% | 31.28%-30.3pp | 26.14%-25.1pp | 282.22%-281.2pp |
| Employer contribution / active EE | $5,078 | $5,166-1.7% | $4,608+10.2% | $4,866+4.3% |
| Participant deferral / active EE | $1,392 | $6,423-78.3% | $6,026-76.9% | $5,352-74.0% |
| Admin fee / account holder | $24,069 | $9,516+152.9% | $8,175+194.4% | $9,540+152.3% |