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 | $586,851 | $162,781+260.5% | $133,956+338.1% | $158,922+269.3% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 18.97% | 41.94%-23.0pp | 45.09%-26.1pp | 302.83%-283.9pp |
| Employer contribution / active EE | $11,138 | $4,975+123.9% | $3,919+184.2% | $4,761+133.9% |
| Participant deferral / active EE | $1,083 | $5,911-81.7% | $5,048-78.5% | $5,982-81.9% |
| Admin fee / account holder | $869 | $11,736-92.6% | $8,927-90.3% | $11,246-92.3% |