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 | $816,740 | $57,354+1324.0% | $83,848+874.1% | $64,186+1172.5% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 14.47% | 11.38%+3.1pp | 850.88%-836.4pp | 7.63%+6.8pp |
| Employer contribution / active EE | $13,870 | $2,545+444.9% | $3,631+282.0% | $2,381+482.6% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $50,764 | $4,046+1154.8% | $5,478+826.7% | $4,888+938.5% |