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 | $682,043 | $81,900+732.8% | $119,609+470.2% | $68,494+895.8% |
| Participation rate | 98.9% | 71.9%+27.0pp | 79.3%+19.6pp | 67.9%+31.0pp |
| Annual return | 38.79% | -23.82%+62.6pp | -14.97%+53.8pp | -7.84%+46.6pp |
| Employer contribution / active EE | $12,900 | $2,693+378.9% | $4,232+204.8% | $2,596+396.8% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,602-100.0% | $4,027-100.0% |
| Admin fee / account holder | $13,328 | $6,582+102.5% | $10,323+29.1% | $5,403+146.7% |