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 | $266,588 | $176,056+51.4% | $159,436+67.2% | $167,490+59.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.10% | 331.75%-314.6pp | 263.57%-246.5pp | 478.56%-461.5pp |
| Employer contribution / active EE | $1,147 | $5,297-78.4% | $4,829-76.3% | $4,837-76.3% |
| Participant deferral / active EE | $1,734 | $7,750-77.6% | $7,352-76.4% | $6,341-72.6% |
| Admin fee / account holder | $4,958 | $12,554-60.5% | $10,799-54.1% | $12,309-59.7% |