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 9-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 | $369,455 | $165,984+122.6% | $164,813+124.2% | $145,922+153.2% |
| Participation rate | 78.9% | 82.0%-3.1pp | 78.6%+0.3pp | 80.3%-1.3pp |
| Annual return | 22.05% | 100.03%-78.0pp | 69.93%-47.9pp | 561.29%-539.2pp |
| Employer contribution / active EE | $1,414 | $5,273-73.2% | $4,341-67.4% | $4,660-69.7% |
| Participant deferral / active EE | $955 | $6,959-86.3% | $6,031-84.2% | $6,688-85.7% |
| Admin fee / account holder | $20,424 | $16,648+22.7% | $12,690+61.0% | $13,397+52.5% |