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 | $473,074 | $115,882+308.2% | $100,516+370.6% | $158,922+197.7% |
| Participation rate | 95.0% | 81.6%+13.4pp | 79.4%+15.6pp | 82.0%+13.0pp |
| Annual return | 7.62% | 34.79%-27.2pp | 30.89%-23.3pp | 302.83%-295.2pp |
| Employer contribution / active EE | $8,530 | $4,103+107.9% | $3,418+149.6% | $4,761+79.2% |
| Participant deferral / active EE | $0 | $6,674-100.0% | $6,270-100.0% | $5,982-100.0% |
| Admin fee / account holder | $16,285 | $10,995+48.1% | $8,081+101.5% | $11,246+44.8% |