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 | $330,294 | $88,672+272.5% | $105,223+213.9% | $82,448+300.6% |
| Participation rate | 73.3% | 67.9%+5.4pp | 75.0%-1.7pp | 68.1%+5.3pp |
| Annual return | 15.29% | 30.86%-15.6pp | 180.65%-165.4pp | 41.64%-26.4pp |
| Employer contribution / active EE | $13,097 | $3,048+329.7% | $3,689+255.1% | $2,551+413.4% |
| Participant deferral / active EE | $218 | $4,036-94.6% | $5,072-95.7% | $4,139-94.7% |
| Admin fee / account holder | $19,228 | $7,146+169.1% | $8,859+117.0% | $7,234+165.8% |