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 | $468,160 | $105,126+345.3% | $94,646+394.6% | $139,434+235.8% |
| Participation rate | 95.7% | 82.4%+13.3pp | 80.8%+14.8pp | 80.3%+15.3pp |
| Annual return | 21.85% | 38.03%-16.2pp | 156.71%-134.9pp | 372.94%-351.1pp |
| Employer contribution / active EE | $10,439 | $4,106+154.3% | $3,672+184.3% | $4,751+119.7% |
| Participant deferral / active EE | $0 | $7,599-100.0% | $7,418-100.0% | $6,710-100.0% |
| Admin fee / account holder | $2,629 | $8,984-70.7% | $7,231-63.6% | $11,403-76.9% |