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 | $510,183 | $202,432+152.0% | $169,368+201.2% | $139,434+265.9% |
| Participation rate | 88.9% | 81.1%+7.8pp | 77.1%+11.7pp | 80.3%+8.6pp |
| Annual return | 15.45% | 531.74%-516.3pp | 405.60%-390.1pp | 372.94%-357.5pp |
| Employer contribution / active EE | $1,877 | $4,692-60.0% | $4,013-53.2% | $4,751-60.5% |
| Participant deferral / active EE | $783 | $6,938-88.7% | $6,221-87.4% | $6,710-88.3% |
| Admin fee / account holder | $9,971 | $10,708-6.9% | $9,003+10.7% | $11,403-12.6% |