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 | $348,846 | $232,540+50.0% | $185,117+88.4% | $147,584+136.4% |
| Participation rate | 77.8% | 82.4%-4.6pp | 77.3%+0.5pp | 82.8%-5.1pp |
| Annual return | 16.06% | 43.03%-27.0pp | 40.50%-24.4pp | 578.55%-562.5pp |
| Employer contribution / active EE | $5,556 | $5,195+6.9% | $4,182+32.9% | $4,876+13.9% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $81,742 | $10,275+695.5% | $8,159+901.8% | $10,885+650.9% |