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 | $1,604,224 | $153,772+943.3% | $133,980+1097.4% | $273,961+485.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.42% | 36.51%-26.1pp | 29.30%-18.9pp | 41.45%-31.0pp |
| Employer contribution / active EE | $6,828 | $6,029+13.2% | $5,211+31.0% | $4,869+40.2% |
| Participant deferral / active EE | $1,200 | $6,958-82.8% | $6,282-80.9% | $5,287-77.3% |
| Admin fee / account holder | $6,730 | $11,765-42.8% | $9,324-27.8% | $10,132-33.6% |