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 | $564,242 | $125,758+348.7% | $169,993+231.9% | $75,163+650.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 13.66% | 27.20%-13.5pp | 53.37%-39.7pp | 160.62%-147.0pp |
| Employer contribution / active EE | $22,898 | $4,615+396.2% | $6,785+237.5% | $2,670+757.7% |
| Participant deferral / active EE | $1,598 | $6,837-76.6% | $10,408-84.6% | $4,125-61.3% |
| Admin fee / account holder | $3,646 | $8,173-55.4% | $12,815-71.5% | $5,651-35.5% |