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 | $469,873 | $179,726+161.4% | $156,263+200.7% | $142,382+230.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.72% | 77.86%-63.1pp | 59.47%-44.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $13,158 | $5,069+159.6% | $4,333+203.7% | $4,299+206.1% |
| Participant deferral / active EE | $811 | $6,956-88.3% | $6,158-86.8% | $6,507-87.5% |
| Admin fee / account holder | $50,584 | $17,272+192.9% | $14,255+254.9% | $12,624+300.7% |