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 | $347,057 | $157,256+120.7% | $141,162+145.9% | $152,861+127.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.76% | 64.32%-46.6pp | 71.39%-53.6pp | 345.32%-327.6pp |
| Employer contribution / active EE | $1,965 | $5,261-62.7% | $4,735-58.5% | $4,762-58.7% |
| Participant deferral / active EE | $797 | $7,109-88.8% | $6,709-88.1% | $5,850-86.4% |
| Admin fee / account holder | $6,784 | $12,120-44.0% | $10,261-33.9% | $11,596-41.5% |