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 | $477,258 | $180,449+164.5% | $154,107+209.7% | $135,375+252.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 4.52% | 888.09%-883.6pp | 735.12%-730.6pp | 519.73%-515.2pp |
| Employer contribution / active EE | $17,543 | $6,035+190.7% | $5,298+231.2% | $4,779+267.1% |
| Participant deferral / active EE | $754 | $5,806-87.0% | $5,081-85.2% | $5,609-86.6% |
| Admin fee / account holder | $2,633 | $16,143-83.7% | $13,411-80.4% | $10,827-75.7% |