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 | $550,117 | $180,449+204.9% | $154,107+257.0% | $135,375+306.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 6.95% | 888.09%-881.1pp | 735.12%-728.2pp | 519.73%-512.8pp |
| Employer contribution / active EE | $55,000 | $6,035+811.4% | $5,298+938.2% | $4,779+1050.9% |
| Participant deferral / active EE | $1,500 | $5,806-74.2% | $5,081-70.5% | $5,609-73.3% |
| Admin fee / account holder | $1,378 | $16,143-91.5% | $13,411-89.7% | $10,827-87.3% |