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 | $281,783 | $179,726+56.8% | $156,263+80.3% | $142,382+97.9% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.9%+13.9pp | 80.1%+12.7pp |
| Annual return | 14.24% | 77.86%-63.6pp | 59.47%-45.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $6,634 | $5,069+30.9% | $4,333+53.1% | $4,299+54.3% |
| Participant deferral / active EE | $0 | $6,956-100.0% | $6,158-100.0% | $6,507-100.0% |
| Admin fee / account holder | $6,509 | $17,272-62.3% | $14,255-54.3% | $12,624-48.4% |