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 | $664,315 | $177,572+274.1% | $154,803+329.1% | $142,382+366.6% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 14.12% | 65.07%-50.9pp | 58.88%-44.8pp | 217.08%-203.0pp |
| Employer contribution / active EE | $8,552 | $4,810+77.8% | $4,305+98.6% | $4,299+98.9% |
| Participant deferral / active EE | $1,500 | $6,272-76.1% | $5,540-72.9% | $6,507-76.9% |
| Admin fee / account holder | $4,707 | $16,786-72.0% | $14,329-67.2% | $12,624-62.7% |