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 8-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 | $656,875 | $73,933+788.5% | $96,683+579.4% | $75,163+773.9% |
| Participation rate | 88.2% | 66.4%+21.8pp | 74.3%+13.9pp | 67.2%+21.0pp |
| Annual return | 120.37% | 26.70%+93.7pp | 35.69%+84.7pp | 160.62%-40.2pp |
| Employer contribution / active EE | $926 | $2,928-68.4% | $3,737-75.2% | $2,670-65.3% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $769 | $5,216-85.3% | $6,730-88.6% | $5,651-86.4% |