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 | $890,863 | $214,378+315.6% | $200,582+344.1% | $142,382+525.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.77% | 46.41%-27.6pp | 42.33%-23.6pp | 217.08%-198.3pp |
| Employer contribution / active EE | $16,000 | $6,841+133.9% | $6,419+149.3% | $4,299+272.2% |
| Participant deferral / active EE | $3,000 | $9,865-69.6% | $9,331-67.8% | $6,507-53.9% |
| Admin fee / account holder | $32,500 | $17,692+83.7% | $16,305+99.3% | $12,624+157.5% |