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 | $338,279 | $175,202+93.1% | $149,673+126.0% | $139,434+142.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.06% | 166.71%-154.6pp | 134.42%-122.4pp | 372.94%-360.9pp |
| Employer contribution / active EE | $13,020 | $5,474+137.8% | $4,818+170.3% | $4,751+174.1% |
| Participant deferral / active EE | $1,146 | $6,519-82.4% | $5,680-79.8% | $6,710-82.9% |
| Admin fee / account holder | $857 | $16,150-94.7% | $13,210-93.5% | $11,403-92.5% |