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 | $276,966 | $34,308+707.3% | $74,701+270.8% | $72,985+279.5% |
| Participation rate | 97.2% | 42.4%+54.8pp | 54.5%+42.8pp | 69.5%+27.7pp |
| Annual return | 29.56% | 26.58%+3.0pp | 752.92%-723.4pp | 81.00%-51.4pp |
| Employer contribution / active EE | $9,958 | $692+1339.8% | $1,084+819.0% | $2,440+308.1% |
| Participant deferral / active EE | $0 | $1,271-100.0% | $1,964-100.0% | $3,607-100.0% |
| Admin fee / account holder | $17,393 | $2,124+718.8% | $3,333+421.8% | $5,124+239.4% |