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 | $812,375 | $153,772+428.3% | $133,980+506.3% | $273,961+196.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.66% | 36.51%-29.9pp | 29.30%-22.6pp | 41.45%-34.8pp |
| Employer contribution / active EE | $11,820 | $6,029+96.0% | $5,211+126.8% | $4,869+142.8% |
| Participant deferral / active EE | $92 | $6,958-98.7% | $6,282-98.5% | $5,287-98.3% |
| Admin fee / account holder | $35,401 | $11,765+200.9% | $9,324+279.7% | $10,132+249.4% |