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 | $289,018 | $60,892+374.6% | $82,389+250.8% | $84,808+240.8% |
| Participation rate | 91.7% | 63.3%+28.4pp | 69.5%+22.1pp | 68.3%+23.4pp |
| Annual return | 15.22% | 37.29%-22.1pp | 28.67%-13.4pp | 40.90%-25.7pp |
| Employer contribution / active EE | $5,485 | $1,779+208.3% | $2,517+117.9% | $2,631+108.5% |
| Participant deferral / active EE | $0 | $3,179-100.0% | $4,155-100.0% | $4,212-100.0% |
| Admin fee / account holder | $7,657 | $5,467+40.1% | $7,231+5.9% | $7,344+4.3% |