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 | $332,419 | $85,202+290.2% | $172,739+92.4% | $72,985+355.5% |
| Participation rate | 98.1% | 70.1%+28.0pp | 82.6%+15.4pp | 69.5%+28.6pp |
| Annual return | 19.18% | 27.32%-8.1pp | 802.84%-783.7pp | 81.00%-61.8pp |
| Employer contribution / active EE | $9,282 | $3,324+179.2% | $5,143+80.5% | $2,440+280.4% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,607-100.0% |
| Admin fee / account holder | $31,626 | $5,884+437.5% | $13,954+126.6% | $5,124+517.2% |