Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 4-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 1 actuary disclosure for $4.99 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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $396,305 | $284,260+39.4% | $284,260+39.4% | $418,949-5.4% |
| Participation rate | 100.0% | 25.8%+74.2pp | 17.2%+82.8pp | 35.7%+64.3pp |
| Annual return | 12.49% | 53.10%-40.6pp | 44.37%-31.9pp | 15.19%-2.7pp |
| Employer contribution / active EE | $75,509 | $40,936+84.5% | $36,004+109.7% | $34,877+116.5% |
| Participant deferral / active EE | $0 | $166-100.0% | $159-100.0% | $86-100.0% |
| Admin fee / account holder | $3,725 | $266,169-98.6% | $266,169-98.6% | $50,584-92.6% |