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 | $259,146 | $175,202+47.9% | $149,673+73.1% | $139,434+85.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.57% | 166.71%-150.1pp | 134.42%-117.8pp | 372.94%-356.4pp |
| Employer contribution / active EE | $3,159 | $5,474-42.3% | $4,818-34.4% | $4,751-33.5% |
| Participant deferral / active EE | $1,195 | $6,519-81.7% | $5,680-79.0% | $6,710-82.2% |
| Admin fee / account holder | $2,247 | $16,150-86.1% | $13,210-83.0% | $11,403-80.3% |