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 | $850,534 | $100,041+750.2% | $149,718+468.1% | $70,131+1112.8% |
| Participation rate | 84.6% | 83.6%+1.0pp | 87.1%-2.5pp | 69.5%+15.1pp |
| Annual return | 19.06% | 27.43%-8.4pp | 1501.63%-1482.6pp | 73.14%-54.1pp |
| Employer contribution / active EE | $38,139 | $3,662+941.6% | $5,445+600.5% | $2,342+1528.2% |
| Participant deferral / active EE | $1,607 | $4,983-67.7% | $6,569-75.5% | $3,332-51.8% |
| Admin fee / account holder | $66,430 | $8,286+701.7% | $11,283+488.8% | $4,645+1330.0% |