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 | $523,619 | $98,750+430.2% | $149,696+249.8% | $79,858+555.7% |
| Participation rate | 98.7% | 75.8%+22.9pp | 82.5%+16.2pp | 69.6%+29.1pp |
| Annual return | 67.69% | 27.43%+40.3pp | 276.60%-208.9pp | 31.71%+36.0pp |
| Employer contribution / active EE | $4,069 | $3,216+26.5% | $4,644-12.4% | $2,471+64.7% |
| Participant deferral / active EE | $0 | $5,680-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,055 | $6,053-82.6% | $9,309-88.7% | $5,306-80.1% |