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 10-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 | $498,962 | $81,460+512.5% | $103,333+382.9% | $80,856+517.1% |
| Participation rate | 95.8% | 66.8%+29.0pp | 74.5%+21.3pp | 67.6%+28.2pp |
| Annual return | 29.65% | 25.55%+4.1pp | 24.88%+4.8pp | 35.59%-5.9pp |
| Employer contribution / active EE | $13,999 | $3,105+350.8% | $3,868+261.9% | $2,755+408.2% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $6,777 | $6,566+3.2% | $8,355-18.9% | $6,918-2.0% |