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 | $1,057,329 | $60,892+1636.4% | $82,389+1183.3% | $84,808+1146.7% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 18.40% | 37.29%-18.9pp | 28.67%-10.3pp | 40.90%-22.5pp |
| Employer contribution / active EE | $4,974 | $1,779+179.6% | $2,517+97.6% | $2,631+89.1% |
| Participant deferral / active EE | $0 | $3,179-100.0% | $4,155-100.0% | $4,212-100.0% |
| Admin fee / account holder | $22,374 | $5,467+309.2% | $7,231+209.4% | $7,344+204.7% |