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 | $287,354 | $198,466+44.8% | $170,442+68.6% | $147,584+94.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.58% | 257.29%-243.7pp | 205.93%-192.4pp | 578.55%-565.0pp |
| Employer contribution / active EE | $3,953 | $6,184-36.1% | $5,433-27.2% | $4,876-18.9% |
| Participant deferral / active EE | $852 | $5,629-84.9% | $4,939-82.8% | $5,439-84.3% |
| Admin fee / account holder | $5,785 | $16,852-65.7% | $13,880-58.3% | $10,885-46.9% |