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 | $314,256 | $176,056+78.5% | $159,436+97.1% | $167,490+87.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 23.38% | 331.75%-308.4pp | 263.57%-240.2pp | 478.56%-455.2pp |
| Employer contribution / active EE | $2,045 | $5,297-61.4% | $4,829-57.6% | $4,837-57.7% |
| Participant deferral / active EE | $2,290 | $7,750-70.5% | $7,352-68.9% | $6,341-63.9% |
| Admin fee / account holder | $2,607 | $12,554-79.2% | $10,799-75.9% | $12,309-78.8% |