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 | $1,061,520 | $76,000+1296.7% | $154,107+588.8% | $64,186+1553.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 8.84% | 30.32%-21.5pp | 735.12%-726.3pp | 7.63%+1.2pp |
| Employer contribution / active EE | $45,578 | $3,351+1260.2% | $5,298+760.4% | $2,381+1814.4% |
| Participant deferral / active EE | $193 | $3,175-93.9% | $5,081-96.2% | $3,470-94.4% |
| Admin fee / account holder | $29,504 | $5,596+427.2% | $13,411+120.0% | $4,888+503.6% |