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 | $688,312 | $227,396+202.7% | $442,409+55.6% | $116,875+488.9% |
| Participation rate | 81.5% | 85.7%-4.3pp | 88.0%-6.5pp | 74.5%+7.0pp |
| Annual return | 17.54% | 16.35%+1.2pp | 90.53%-73.0pp | 16.29%+1.3pp |
| Employer contribution / active EE | $16,634 | $5,244+217.2% | $7,697+116.1% | $3,288+405.9% |
| Participant deferral / active EE | $0 | $7,352-100.0% | $7,555-100.0% | $3,885-100.0% |
| Admin fee / account holder | $7,758 | $16,310-52.4% | $51,603-85.0% | $12,263-36.7% |