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 10-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 | $544,720 | $86,286+531.3% | $111,297+389.4% | $85,850+534.5% |
| Participation rate | 92.6% | 73.3%+19.3pp | 77.3%+15.3pp | 69.3%+23.3pp |
| Annual return | 15.63% | 19.99%-4.4pp | 54.65%-39.0pp | 318.53%-302.9pp |
| Employer contribution / active EE | $18,761 | $2,043+818.2% | $2,731+587.0% | $2,565+631.4% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $50,253 | $8,188+513.7% | $7,964+531.0% | $6,260+702.8% |