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 | $1,676,834 | $159,901+948.7% | $146,958+1041.0% | $145,922+1049.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 10.26% | 98.13%-87.9pp | 418.34%-408.1pp | 561.29%-551.0pp |
| Employer contribution / active EE | $34,679 | $5,286+556.0% | $4,933+603.0% | $4,660+644.2% |
| Participant deferral / active EE | $0 | $8,428-100.0% | $8,070-100.0% | $6,688-100.0% |
| Admin fee / account holder | $806,889 | $15,044+5263.6% | $12,998+6107.7% | $13,397+5922.9% |