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 | $255,460 | $53,127+380.8% | $86,590+195.0% | $70,131+264.3% |
| Participation rate | 96.9% | 65.3%+31.6pp | 73.5%+23.3pp | 69.5%+27.3pp |
| Annual return | 19.35% | 27.66%-8.3pp | 964.84%-945.5pp | 73.14%-53.8pp |
| Employer contribution / active EE | $10,948 | $2,068+429.3% | $2,839+285.6% | $2,342+367.4% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $8,929 | $3,585+149.0% | $4,906+82.0% | $4,645+92.2% |