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 | $701,993 | $86,929+707.5% | $102,423+585.4% | $80,856+768.2% |
| Participation rate | 92.0% | 72.4%+19.6pp | 76.5%+15.5pp | 67.6%+24.4pp |
| Annual return | 24.51% | 18.88%+5.6pp | 29.32%-4.8pp | 35.59%-11.1pp |
| Employer contribution / active EE | $21,950 | $2,369+826.4% | $3,023+626.0% | $2,755+696.8% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $5,053-100.0% | $4,296-100.0% |
| Admin fee / account holder | $12,137 | $8,049+50.8% | $9,451+28.4% | $6,918+75.4% |