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 | $419,412 | $97,744+329.1% | $103,476+305.3% | $145,922+187.4% |
| Participation rate | 87.5% | 81.1%+6.4pp | 80.5%+7.0pp | 80.3%+7.2pp |
| Annual return | 34.92% | 25.41%+9.5pp | 23.90%+11.0pp | 561.29%-526.4pp |
| Employer contribution / active EE | $15,823 | $4,677+238.3% | $4,672+238.7% | $4,660+239.6% |
| Participant deferral / active EE | $0 | $6,603-100.0% | $6,623-100.0% | $6,688-100.0% |
| Admin fee / account holder | $594 | $12,515-95.3% | $9,413-93.7% | $13,397-95.6% |