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 7-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 | $522,714 | $197,825+164.2% | $155,790+235.5% | $125,391+316.9% |
| Participation rate | 72.7% | 82.1%-9.4pp | 76.1%-3.4pp | 83.2%-10.5pp |
| Annual return | 7.27% | 86.74%-79.5pp | 71.54%-64.3pp | 282.22%-275.0pp |
| Employer contribution / active EE | $32,341 | $4,847+567.3% | $3,836+743.1% | $4,866+564.6% |
| Participant deferral / active EE | $0 | $5,630-100.0% | $4,797-100.0% | $5,352-100.0% |
| Admin fee / account holder | $15,832 | $9,545+65.9% | $7,478+111.7% | $9,540+65.9% |