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 | $527,484 | $148,534+255.1% | $135,903+288.1% | $139,434+278.3% |
| Participation rate | 70.6% | 83.9%-13.3pp | 81.9%-11.3pp | 80.3%-9.7pp |
| Annual return | 16.43% | 79.19%-62.8pp | 68.23%-51.8pp | 372.94%-356.5pp |
| Employer contribution / active EE | $19,442 | $5,243+270.8% | $4,856+300.4% | $4,751+309.2% |
| Participant deferral / active EE | $0 | $8,100-100.0% | $7,758-100.0% | $6,710-100.0% |
| Admin fee / account holder | $7,229 | $12,400-41.7% | $10,762-32.8% | $11,403-36.6% |