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 | $252,275 | $89,698+181.2% | $103,476+143.8% | $80,856+212.0% |
| Participation rate | 96.1% | 76.0%+20.1pp | 80.5%+15.5pp | 67.6%+28.4pp |
| Annual return | 21.02% | 22.78%-1.8pp | 23.90%-2.9pp | 35.59%-14.6pp |
| Employer contribution / active EE | $5,421 | $4,018+34.9% | $4,672+16.0% | $2,755+96.8% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $6,623-100.0% | $4,296-100.0% |
| Admin fee / account holder | $8,171 | $6,768+20.7% | $9,413-13.2% | $6,918+18.1% |