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 | $388,783 | $73,933+425.9% | $96,683+302.1% | $75,163+417.3% |
| Participation rate | 97.4% | 66.4%+30.9pp | 74.3%+23.0pp | 67.2%+30.2pp |
| Annual return | 18.13% | 26.70%-8.6pp | 35.69%-17.6pp | 160.62%-142.5pp |
| Employer contribution / active EE | $7,684 | $2,928+162.5% | $3,737+105.6% | $2,670+187.8% |
| Participant deferral / active EE | $793 | $3,659-78.3% | $4,878-83.8% | $4,125-80.8% |
| Admin fee / account holder | $73,847 | $5,216+1315.7% | $6,730+997.4% | $5,651+1206.8% |