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 | $1,285,994 | $140,940+812.4% | $112,229+1045.9% | $139,434+822.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.85% | 32.71%-14.9pp | 30.20%-12.4pp | 372.94%-355.1pp |
| Employer contribution / active EE | $27,650 | $4,283+545.6% | $3,430+706.1% | $4,751+482.0% |
| Participant deferral / active EE | $28 | $5,874-99.5% | $4,798-99.4% | $6,710-99.6% |
| Admin fee / account holder | $2,094 | $9,954-79.0% | $7,748-73.0% | $11,403-81.6% |