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 | $315,489 | $270,399+16.7% | $209,409+50.7% | $357,791-11.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 80.4%+19.6pp | 85.6%+14.4pp |
| Annual return | 12.25% | 194.89%-182.6pp | 159.49%-147.2pp | 396.79%-384.5pp |
| Employer contribution / active EE | $24,042 | $6,982+244.3% | $5,035+377.5% | $7,508+220.2% |
| Participant deferral / active EE | $4,935 | $4,606+7.2% | $4,230+16.7% | $5,521-10.6% |
| Admin fee / account holder | $3,465 | $18,969-81.7% | $16,474-79.0% | $28,387-87.8% |