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 9-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 | $1,260,000 | $135,635+829.0% | $110,238+1043.0% | $135,375+830.7% |
| Participation rate | 85.0% | 83.5%+1.5pp | 79.8%+5.2pp | 82.6%+2.4pp |
| Annual return | -0.79% | 513.19%-514.0pp | 314.74%-315.5pp | 519.73%-520.5pp |
| Employer contribution / active EE | $54,808 | $4,906+1017.1% | $3,826+1332.3% | $4,779+1046.9% |
| Participant deferral / active EE | $0 | $5,506-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $32,830 | $11,457+186.6% | $8,547+284.1% | $10,827+203.2% |