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 | $597,594 | $138,347+332.0% | $184,203+224.4% | $80,856+639.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 19.56% | 20.02%-0.5pp | 28.81%-9.2pp | 35.59%-16.0pp |
| Employer contribution / active EE | $21,628 | $4,850+345.9% | $6,427+236.5% | $2,755+685.1% |
| Participant deferral / active EE | $2,136 | $7,071-69.8% | $9,131-76.6% | $4,296-50.3% |
| Admin fee / account holder | $59,488 | $10,483+467.4% | $13,901+327.9% | $6,918+759.9% |