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 | $308,851 | $157,256+96.4% | $141,162+118.8% | $152,861+102.0% |
| Participation rate | 87.0% | 84.8%+2.1pp | 82.5%+4.5pp | 82.4%+4.5pp |
| Annual return | 16.88% | 64.32%-47.4pp | 71.39%-54.5pp | 345.32%-328.4pp |
| Employer contribution / active EE | $10,290 | $5,261+95.6% | $4,735+117.3% | $4,762+116.1% |
| Participant deferral / active EE | $864 | $7,109-87.9% | $6,709-87.1% | $5,850-85.2% |
| Admin fee / account holder | $8,490 | $12,120-29.9% | $10,261-17.3% | $11,596-26.8% |