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 6-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 | $721,805 | $81,460+786.1% | $103,333+598.5% | $80,856+792.7% |
| Participation rate | 98.8% | 66.8%+31.9pp | 74.5%+24.3pp | 67.6%+31.1pp |
| Annual return | 17.73% | 25.55%-7.8pp | 24.88%-7.1pp | 35.59%-17.9pp |
| Employer contribution / active EE | $21,936 | $3,105+606.4% | $3,868+467.1% | $2,755+696.3% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $49,282 | $6,566+650.5% | $8,355+489.9% | $6,918+612.4% |