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 | $282,853 | $197,591+43.2% | $177,821+59.1% | $158,922+78.0% |
| Participation rate | 73.7% | 88.5%-14.9pp | 87.7%-14.0pp | 82.0%-8.3pp |
| Annual return | 13.80% | 58.76%-45.0pp | 48.32%-34.5pp | 302.83%-289.0pp |
| Employer contribution / active EE | $7,964 | $6,697+18.9% | $5,918+34.6% | $4,761+67.3% |
| Participant deferral / active EE | $2,602 | $8,405-69.0% | $7,714-66.3% | $5,982-56.5% |
| Admin fee / account holder | $15,837 | $15,399+2.8% | $12,427+27.4% | $11,246+40.8% |