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 | $337,401 | $178,174+89.4% | $156,181+116.0% | $137,256+145.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.95% | 84.19%-67.2pp | 64.87%-47.9pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,546 | $4,972-68.9% | $4,294-64.0% | $4,156-62.8% |
| Participant deferral / active EE | $1,333 | $6,888-80.6% | $6,132-78.3% | $6,407-79.2% |
| Admin fee / account holder | $9,717 | $17,404-44.2% | $14,586-33.4% | $12,270-20.8% |