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 | $570,800 | $217,402+162.6% | $185,823+207.2% | $167,490+240.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.77% | 148.36%-138.6pp | 122.05%-112.3pp | 478.56%-468.8pp |
| Employer contribution / active EE | $3,460 | $5,873-41.1% | $5,167-33.0% | $4,837-28.5% |
| Participant deferral / active EE | $990 | $6,356-84.4% | $5,568-82.2% | $6,341-84.4% |
| Admin fee / account holder | $6,157 | $19,811-68.9% | $16,237-62.1% | $12,309-50.0% |