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 | $1,766,077 | $118,427+1391.3% | $66,042+2574.2% | $142,382+1140.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 19.20% | 35.57%-16.4pp | 52.11%-32.9pp | 217.08%-197.9pp |
| Employer contribution / active EE | $30,000 | $2,570+1067.5% | $1,579+1799.6% | $4,299+597.8% |
| Participant deferral / active EE | $0 | $4,311-100.0% | $2,835-100.0% | $6,507-100.0% |
| Admin fee / account holder | $7,954 | $9,593-17.1% | $5,747+38.4% | $12,624-37.0% |