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 | $1,482,419 | $150,187+887.0% | $120,354+1131.7% | $145,922+915.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 12.96% | 154.07%-141.1pp | 107.15%-94.2pp | 561.29%-548.3pp |
| Employer contribution / active EE | $29,732 | $4,348+583.8% | $3,463+758.7% | $4,660+538.1% |
| Participant deferral / active EE | $46 | $6,173-99.2% | $4,991-99.1% | $6,688-99.3% |
| Admin fee / account holder | $2,568 | $12,207-79.0% | $9,423-72.7% | $13,397-80.8% |