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 | $1,728,658 | $89,753+1826.0% | $107,525+1507.7% | $84,808+1938.3% |
| Participation rate | 92.6% | 68.1%+24.5pp | 75.1%+17.5pp | 68.3%+24.3pp |
| Annual return | 18.26% | 29.48%-11.2pp | 181.32%-163.1pp | 40.90%-22.6pp |
| Employer contribution / active EE | $25,139 | $3,113+707.4% | $3,754+569.8% | $2,631+855.5% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $133,162 | $7,222+1743.8% | $8,919+1393.1% | $7,344+1713.3% |