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 | $89,753+268.0% | $107,525+207.2% | $84,808+289.5% |
| Participation rate | 73.3% | 68.1%+5.3pp | 75.1%-1.7pp | 68.3%+5.0pp |
| Annual return | 15.29% | 29.48%-14.2pp | 181.32%-166.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $13,097 | $3,113+320.7% | $3,754+248.9% | $2,631+397.8% |
| Participant deferral / active EE | $218 | $4,056-94.6% | $5,116-95.7% | $4,212-94.8% |
| Admin fee / account holder | $19,228 | $7,222+166.2% | $8,919+115.6% | $7,344+161.8% |