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 | $307,244 | $154,228+99.2% | $145,433+111.3% | $137,256+123.8% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 12.89% | 74.59%-61.7pp | 66.58%-53.7pp | 220.34%-207.4pp |
| Employer contribution / active EE | $17,028 | $4,804+254.5% | $4,554+273.9% | $4,156+309.7% |
| Participant deferral / active EE | $2,143 | $8,216-73.9% | $7,897-72.9% | $6,407-66.6% |
| Admin fee / account holder | $10,091 | $14,344-29.6% | $13,129-23.1% | $12,270-17.8% |