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 | $356,427 | $154,117+131.3% | $129,995+174.2% | $139,434+155.6% |
| Participation rate | 92.9% | 82.0%+10.9pp | 78.5%+14.4pp | 80.3%+12.5pp |
| Annual return | 12.34% | 32.48%-20.1pp | -137.18%+149.5pp | 372.94%-360.6pp |
| Employer contribution / active EE | $7,143 | $5,289+35.1% | $4,320+65.4% | $4,751+50.4% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,820-100.0% | $6,710-100.0% |
| Admin fee / account holder | $2,384 | $14,007-83.0% | $10,614-77.5% | $11,403-79.1% |