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 | $1,581,431 | $186,002+750.2% | $186,002+750.2% | $350,135+351.7% |
| Participation rate | 100.0% | 71.9%+28.1pp | 71.9%+28.1pp | 79.0%+21.0pp |
| Annual return | 2.43% | 14.60%-12.2pp | 11.51%-9.1pp | 11.86%-9.4pp |
| Employer contribution / active EE | $20,000 | $12,809+56.1% | $12,809+56.1% | $12,925+54.7% |
| Participant deferral / active EE | $0 | $6,435-100.0% | $6,435-100.0% | $4,976-100.0% |
| Admin fee / account holder | $16,541 | $9,546+73.3% | $9,546+73.3% | $23,717-30.3% |