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 | $781,374 | $105,181+642.9% | $159,436+390.1% | $85,850+810.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 33.25% | 45.07%-11.8pp | 263.57%-230.3pp | 318.53%-285.3pp |
| Employer contribution / active EE | $20,321 | $3,318+512.4% | $4,829+320.8% | $2,565+692.2% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $10,299 | $6,933+48.5% | $10,799-4.6% | $6,260+64.5% |