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 5-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 | $329,778 | $88,751+271.6% | $81,812+303.1% | $145,922+126.0% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 17.75% | 1025.40%-1007.7pp | 773.79%-756.0pp | 561.29%-543.5pp |
| Employer contribution / active EE | $12,488 | $3,083+305.0% | $2,912+328.8% | $4,660+168.0% |
| Participant deferral / active EE | $0 | $4,643-100.0% | $4,319-100.0% | $6,688-100.0% |
| Admin fee / account holder | $80,829 | $8,415+860.5% | $7,386+994.4% | $13,397+503.3% |