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 | $845,998 | $81,460+938.5% | $103,333+718.7% | $80,856+946.3% |
| Participation rate | 94.1% | 66.8%+27.3pp | 74.5%+19.6pp | 67.6%+26.5pp |
| Annual return | 36.38% | 25.55%+10.8pp | 24.88%+11.5pp | 35.59%+0.8pp |
| Employer contribution / active EE | $4,284 | $3,105+37.9% | $3,868+10.7% | $2,755+55.5% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,754 | $6,566-73.3% | $8,355-79.0% | $6,918-74.6% |