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 | $1,605,056 | $209,336+666.7% | $197,124+714.2% | $137,256+1069.4% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 17.38% | 48.09%-30.7pp | 44.34%-27.0pp | 220.34%-203.0pp |
| Employer contribution / active EE | $17,639 | $6,591+167.6% | $6,227+183.2% | $4,156+324.4% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $49,551 | $17,308+186.3% | $16,298+204.0% | $12,270+303.8% |