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 | $381,988 | $90,503+322.1% | $78,689+385.4% | $273,961+39.4% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 15.41% | 75.60%-60.2pp | 62.18%-46.8pp | 41.45%-26.0pp |
| Employer contribution / active EE | $18,000 | $3,176+466.8% | $2,851+531.4% | $4,869+269.7% |
| Participant deferral / active EE | $288 | $3,901-92.6% | $3,517-91.8% | $5,287-94.5% |
| Admin fee / account holder | $17,820 | $5,263+238.6% | $4,510+295.1% | $10,132+75.9% |