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 | $1,654,486 | $81,460+1931.0% | $103,333+1501.1% | $80,856+1946.2% |
| Participation rate | 98.5% | 66.8%+31.6pp | 74.5%+24.0pp | 67.6%+30.8pp |
| Annual return | 27.76% | 25.55%+2.2pp | 24.88%+2.9pp | 35.59%-7.8pp |
| Employer contribution / active EE | $40,642 | $3,105+1208.8% | $3,868+950.8% | $2,755+1375.3% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $8,138 | $6,566+23.9% | $8,355-2.6% | $6,918+17.6% |