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 | $1,647,350 | $165,335+896.4% | $149,696+1000.5% | $158,922+936.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.36% | 348.15%-338.8pp | 276.60%-267.2pp | 302.83%-293.5pp |
| Employer contribution / active EE | $19,563 | $5,103+283.4% | $4,644+321.2% | $4,761+310.9% |
| Participant deferral / active EE | $2,167 | $7,181-69.8% | $6,842-68.3% | $5,982-63.8% |
| Admin fee / account holder | $9,588 | $10,807-11.3% | $9,309+3.0% | $11,246-14.7% |