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 | $287,214 | $362,131-20.7% | $285,549+0.6% | $357,791-19.7% |
| Participation rate | 80.0% | 89.8%-9.8pp | 83.2%-3.2pp | 85.6%-5.6pp |
| Annual return | 11.61% | 5.08%+6.5pp | 7.15%+4.5pp | 396.79%-385.2pp |
| Employer contribution / active EE | $9,742 | $5,952+63.7% | $5,022+94.0% | $7,508+29.8% |
| Participant deferral / active EE | $2,671 | $5,478-51.2% | $4,549-41.3% | $5,521-51.6% |
| Admin fee / account holder | $2,398 | $16,774-85.7% | $13,934-82.8% | $28,387-91.6% |