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 | $494,105 | $138,065+257.9% | $123,544+299.9% | $135,375+265.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 23.14% | 153.68%-130.5pp | 119.20%-96.1pp | 519.73%-496.6pp |
| Employer contribution / active EE | $896 | $5,151-82.6% | $4,628-80.6% | $4,779-81.3% |
| Participant deferral / active EE | $276 | $6,799-95.9% | $6,426-95.7% | $5,609-95.1% |
| Admin fee / account holder | $15,677 | $10,916+43.6% | $9,284+68.9% | $10,827+44.8% |