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 6-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 | $705,076 | $73,933+853.7% | $96,683+629.3% | $75,163+838.1% |
| Participation rate | 98.6% | 66.4%+32.1pp | 74.3%+24.2pp | 67.2%+31.4pp |
| Annual return | 126.45% | 26.70%+99.7pp | 35.69%+90.8pp | 160.62%-34.2pp |
| Employer contribution / active EE | $15,509 | $2,928+429.7% | $3,737+315.0% | $2,670+480.9% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $17,430 | $5,216+234.1% | $6,730+159.0% | $5,651+208.4% |