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 4-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 | $256,301 | $95,803+167.5% | $113,168+126.5% | $84,808+202.2% |
| Participation rate | 97.8% | 72.9%+24.9pp | 76.6%+21.2pp | 68.3%+29.4pp |
| Annual return | 39.61% | 25.00%+14.6pp | 24.27%+15.3pp | 40.90%-1.3pp |
| Employer contribution / active EE | $22,992 | $2,360+874.3% | $2,975+672.8% | $2,631+773.9% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $5,107-100.0% | $4,212-100.0% |
| Admin fee / account holder | $16,963 | $8,989+88.7% | $12,068+40.6% | $7,344+131.0% |