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 | $879,910 | $101,724+765.0% | $164,813+433.9% | $80,856+988.2% |
| Participation rate | 98.8% | 71.8%+27.0pp | 78.6%+20.2pp | 67.6%+31.2pp |
| Annual return | 17.61% | 16.72%+0.9pp | 69.93%-52.3pp | 35.59%-18.0pp |
| Employer contribution / active EE | $12,648 | $2,953+328.2% | $4,341+191.4% | $2,755+359.1% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,031-100.0% | $4,296-100.0% |
| Admin fee / account holder | $38,055 | $8,227+362.5% | $12,690+199.9% | $6,918+450.1% |