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 | $334,933 | $37,426+794.9% | $77,482+332.3% | $79,858+319.4% |
| Participation rate | 96.9% | 41.5%+55.4pp | 54.2%+42.7pp | 69.6%+27.2pp |
| Annual return | 13.77% | 39.70%-25.9pp | 54.79%-41.0pp | 31.71%-17.9pp |
| Employer contribution / active EE | $7,948 | $637+1148.4% | $986+705.8% | $2,471+221.7% |
| Participant deferral / active EE | $0 | $1,260-100.0% | $1,861-100.0% | $3,740-100.0% |
| Admin fee / account holder | $12,601 | $2,504+403.3% | $2,858+341.0% | $5,306+137.5% |