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 | $630,860 | $183,519+243.8% | $155,509+305.7% | $145,922+332.3% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 15.59% | 61.17%-45.6pp | 64.67%-49.1pp | 561.29%-545.7pp |
| Employer contribution / active EE | $1,143 | $5,313-78.5% | $4,672-75.5% | $4,660-75.5% |
| Participant deferral / active EE | $1,143 | $6,462-82.3% | $5,626-79.7% | $6,688-82.9% |
| Admin fee / account holder | $29,595 | $19,313+53.2% | $15,912+86.0% | $13,397+120.9% |