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 | $431,449 | $177,572+143.0% | $154,803+178.7% | $142,382+203.0% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.1%-5.3pp | 80.1%-7.4pp |
| Annual return | 19.66% | 65.07%-45.4pp | 58.88%-39.2pp | 217.08%-197.4pp |
| Employer contribution / active EE | $15,548 | $4,810+223.2% | $4,305+261.1% | $4,299+261.7% |
| Participant deferral / active EE | $0 | $6,272-100.0% | $5,540-100.0% | $6,507-100.0% |
| Admin fee / account holder | $17,666 | $16,786+5.2% | $14,329+23.3% | $12,624+39.9% |