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 | $255,870 | $63,764+301.3% | $81,930+212.3% | $79,858+220.4% |
| Participation rate | 94.3% | 67.5%+26.8pp | 72.0%+22.3pp | 69.6%+24.7pp |
| Annual return | 13.86% | 22.66%-8.8pp | 29.49%-15.6pp | 31.71%-17.9pp |
| Employer contribution / active EE | $8,571 | $1,795+377.4% | $4,310+98.9% | $2,471+246.9% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,107-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,948 | $4,426-33.4% | $5,158-42.8% | $5,306-44.4% |