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 | $363,069 | $58,851+516.9% | $115,157+215.3% | $72,985+397.5% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 16.90% | 23.16%-6.3pp | 35.60%-18.7pp | 81.00%-64.1pp |
| Employer contribution / active EE | $24,666 | $1,798+1271.9% | $3,179+676.0% | $2,440+910.9% |
| Participant deferral / active EE | $427 | $2,643-83.8% | $4,168-89.8% | $3,607-88.2% |
| Admin fee / account holder | $22,537 | $6,370+253.8% | $7,088+218.0% | $5,124+339.8% |