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 | $378,487 | $102,317+269.9% | $146,958+157.5% | $80,856+368.1% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.2%+10.4pp | 67.6%+25.0pp |
| Annual return | 20.25% | 134.76%-114.5pp | 418.34%-398.1pp | 35.59%-15.3pp |
| Employer contribution / active EE | $8,488 | $3,713+128.6% | $4,933+72.1% | $2,755+208.1% |
| Participant deferral / active EE | $1,843 | $6,644-72.3% | $8,070-77.2% | $4,296-57.1% |
| Admin fee / account holder | $46,182 | $7,941+481.6% | $12,998+255.3% | $6,918+567.6% |