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 | $299,977 | $884,045-66.1% | $453,369-33.8% | $167,490+79.1% |
| Participation rate | 88.9% | 81.6%+7.3pp | 78.0%+10.9pp | 82.1%+6.8pp |
| Annual return | 25.39% | 29.49%-4.1pp | 64.40%-39.0pp | 478.56%-453.2pp |
| Employer contribution / active EE | $5,510 | $5,538-0.5% | $4,070+35.4% | $4,837+13.9% |
| Participant deferral / active EE | $0 | $7,898-100.0% | $6,209-100.0% | $6,341-100.0% |
| Admin fee / account holder | $1,940 | $22,063-91.2% | $11,209-82.7% | $12,309-84.2% |