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 8-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 | $615,948 | $64,707+851.9% | $112,228+448.8% | $68,494+799.3% |
| Participation rate | 98.9% | 67.2%+31.7pp | 75.1%+23.8pp | 67.9%+31.0pp |
| Annual return | 13.30% | -11.40%+24.7pp | 27.45%-14.1pp | -7.84%+21.1pp |
| Employer contribution / active EE | $18,252 | $2,746+564.7% | $3,635+402.2% | $2,596+603.0% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $16,947 | $5,232+223.9% | $6,410+164.4% | $5,403+213.7% |