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 8-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 | $568,183 | $115,882+390.3% | $100,516+465.3% | $158,922+257.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 12.73% | 34.79%-22.1pp | 30.89%-18.2pp | 302.83%-290.1pp |
| Employer contribution / active EE | $28,215 | $4,103+587.7% | $3,418+725.6% | $4,761+492.6% |
| Participant deferral / active EE | $0 | $6,674-100.0% | $6,270-100.0% | $5,982-100.0% |
| Admin fee / account holder | $3,149 | $10,995-71.4% | $8,081-61.0% | $11,246-72.0% |