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 | $829,467 | $81,248+920.9% | $155,509+433.4% | $80,856+925.9% |
| Participation rate | 85.9% | 66.2%+19.7pp | 78.2%+7.7pp | 67.6%+18.3pp |
| Annual return | 14.04% | 33.31%-19.3pp | 64.67%-50.6pp | 35.59%-21.6pp |
| Employer contribution / active EE | $39,495 | $3,100+1173.9% | $4,672+745.3% | $2,755+1333.7% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,626-100.0% | $4,296-100.0% |
| Admin fee / account holder | $63,477 | $7,997+693.7% | $15,912+298.9% | $6,918+817.6% |