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 | $284,921 | $105,856+169.2% | $285,549-0.2% | $116,875+143.8% |
| Participation rate | 71.1% | 68.4%+2.7pp | 83.2%-12.1pp | 74.5%-3.5pp |
| Annual return | 19.59% | 16.47%+3.1pp | 7.15%+12.4pp | 16.29%+3.3pp |
| Employer contribution / active EE | $1,842 | $2,968-37.9% | $5,022-63.3% | $3,288-44.0% |
| Participant deferral / active EE | $0 | $2,757-100.0% | $4,549-100.0% | $3,885-100.0% |
| Admin fee / account holder | $12,000 | $7,416+61.8% | $13,934-13.9% | $12,263-2.1% |