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 7-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 | $374,165 | $74,927+399.4% | $101,794+267.6% | $84,808+341.2% |
| Participation rate | 94.4% | 61.4%+33.0pp | 69.2%+25.3pp | 68.3%+26.1pp |
| Annual return | 63.38% | 18.70%+44.7pp | 30.53%+32.9pp | 40.90%+22.5pp |
| Employer contribution / active EE | $2,818 | $1,522+85.2% | $2,289+23.1% | $2,631+7.1% |
| Participant deferral / active EE | $0 | $3,099-100.0% | $4,084-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,987 | $6,514-69.5% | $8,777-77.4% | $7,344-72.9% |