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 | $598,294 | $93,071+542.8% | $74,583+702.2% | $273,961+118.4% |
| Participation rate | 75.0% | 74.9%+0.1pp | 68.1%+6.9pp | 83.0%-8.0pp |
| Annual return | 8.71% | 26.18%-17.5pp | 20.47%-11.8pp | 41.45%-32.7pp |
| Employer contribution / active EE | $10,942 | $3,160+246.3% | $2,525+333.3% | $4,869+124.7% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $11,083 | $5,272+110.2% | $4,138+167.9% | $10,132+9.4% |