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 | $758,833 | $78,926+861.5% | $136,749+454.9% | $84,808+794.8% |
| Participation rate | 92.5% | 62.2%+30.3pp | 72.1%+20.4pp | 68.3%+24.2pp |
| Annual return | 14.70% | 18.17%-3.5pp | 24.33%-9.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $6,269 | $2,134+193.7% | $3,400+84.4% | $2,631+138.3% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,692-100.0% | $4,212-100.0% |
| Admin fee / account holder | $43,576 | $6,369+584.2% | $11,386+282.7% | $7,344+493.4% |