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 | $270,991 | $48,277+461.3% | $67,511+301.4% | $80,874+235.1% |
| Participation rate | 95.8% | 66.4%+29.4pp | 72.9%+22.9pp | 67.6%+28.2pp |
| Annual return | 17.86% | 18.27%-0.4pp | 3517.41%-3499.5pp | 35.62%-17.8pp |
| Employer contribution / active EE | $8,799 | $2,021+335.3% | $2,733+222.0% | $2,756+219.3% |
| Participant deferral / active EE | $0 | $2,926-100.0% | $4,000-100.0% | $4,297-100.0% |
| Admin fee / account holder | $6,896 | $3,687+87.0% | $3,999+72.4% | $6,935-0.6% |