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 | $642,668 | $138,347+364.5% | $184,203+248.9% | $80,856+694.8% |
| Participation rate | 93.9% | 83.9%+10.0pp | 86.8%+7.1pp | 67.6%+26.2pp |
| Annual return | 17.44% | 20.02%-2.6pp | 28.81%-11.4pp | 35.59%-18.2pp |
| Employer contribution / active EE | $21,939 | $4,850+352.3% | $6,427+241.3% | $2,755+696.4% |
| Participant deferral / active EE | $0 | $7,071-100.0% | $9,131-100.0% | $4,296-100.0% |
| Admin fee / account holder | $14,288 | $10,483+36.3% | $13,901+2.8% | $6,918+106.5% |