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 | $452,916 | $198,466+128.2% | $170,442+165.7% | $147,584+206.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.44% | 257.29%-245.9pp | 205.93%-194.5pp | 578.55%-567.1pp |
| Employer contribution / active EE | $10,877 | $6,184+75.9% | $5,433+100.2% | $4,876+123.1% |
| Participant deferral / active EE | $1,936 | $5,629-65.6% | $4,939-60.8% | $5,439-64.4% |
| Admin fee / account holder | $4,002 | $16,852-76.3% | $13,880-71.2% | $10,885-63.2% |