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 | $3,196,402 | $94,529+3281.4% | $140,016+2182.9% | $64,186+4879.9% |
| Participation rate | 90.3% | 84.1%+6.2pp | 87.5%+2.8pp | 69.6%+20.7pp |
| Annual return | 6.38% | 7.77%-1.4pp | 651.12%-644.7pp | 7.63%-1.2pp |
| Employer contribution / active EE | $43,699 | $3,812+1046.2% | $5,606+679.5% | $2,381+1735.5% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $165,908 | $6,741+2361.2% | $10,705+1449.8% | $4,888+3294.2% |