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 | $302,959 | $103,966+191.4% | $112,887+168.4% | $75,163+303.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 15.46% | 24.54%-9.1pp | 34.10%-18.6pp | 160.62%-145.2pp |
| Employer contribution / active EE | $15,329 | $3,870+296.1% | $4,563+235.9% | $2,670+474.2% |
| Participant deferral / active EE | $20 | $5,456-99.6% | $6,513-99.7% | $4,125-99.5% |
| Admin fee / account holder | $35,996 | $7,663+369.7% | $7,047+410.8% | $5,651+537.0% |