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 | $528,120 | $109,413+382.7% | $156,263+238.0% | $84,808+522.7% |
| Participation rate | 98.5% | 72.7%+25.8pp | 78.9%+19.6pp | 68.3%+30.2pp |
| Annual return | 16.28% | 20.18%-3.9pp | 59.47%-43.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $10,444 | $2,907+259.3% | $4,333+141.0% | $2,631+297.0% |
| Participant deferral / active EE | $0 | $4,590-100.0% | $6,158-100.0% | $4,212-100.0% |
| Admin fee / account holder | $149,614 | $9,357+1499.0% | $14,255+949.6% | $7,344+1937.3% |