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 | $288,800 | $83,477+246.0% | $125,175+130.7% | $72,985+295.7% |
| Participation rate | 98.6% | 73.3%+25.3pp | 79.8%+18.8pp | 69.5%+29.1pp |
| Annual return | 17.86% | 25.78%-7.9pp | 43.79%-25.9pp | 81.00%-63.1pp |
| Employer contribution / active EE | $11,791 | $2,345+402.8% | $3,865+205.0% | $2,440+383.3% |
| Participant deferral / active EE | $0 | $3,585-100.0% | $4,937-100.0% | $3,607-100.0% |
| Admin fee / account holder | $11,039 | $5,517+100.1% | $9,702+13.8% | $5,124+115.4% |