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 | $467,136 | $154,117+203.1% | $129,995+259.3% | $139,434+235.0% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 13.61% | 32.48%-18.9pp | -137.18%+150.8pp | 372.94%-359.3pp |
| Employer contribution / active EE | $13,889 | $5,289+162.6% | $4,320+221.5% | $4,751+192.3% |
| Participant deferral / active EE | $700 | $6,710-89.6% | $5,820-88.0% | $6,710-89.6% |
| Admin fee / account holder | $69,135 | $14,007+393.6% | $10,614+551.3% | $11,403+506.3% |