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 | $2,389,195 | $148,534+1508.5% | $135,903+1658.0% | $139,434+1613.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 39.71% | 79.19%-39.5pp | 68.23%-28.5pp | 372.94%-333.2pp |
| Employer contribution / active EE | $6,438 | $5,243+22.8% | $4,856+32.6% | $4,751+35.5% |
| Participant deferral / active EE | $600 | $8,100-92.6% | $7,758-92.3% | $6,710-91.1% |
| Admin fee / account holder | $38,592 | $12,400+211.2% | $10,762+258.6% | $11,403+238.5% |