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 | $4,623,812 | $369,484+1151.4% | $303,047+1425.8% | $357,791+1192.3% |
| Participation rate | 100.0% | 90.0%+10.0pp | 87.1%+12.9pp | 85.6%+14.4pp |
| Annual return | 37.33% | 0.42%+36.9pp | 2.47%+34.9pp | 396.79%-359.5pp |
| Employer contribution / active EE | $38,750 | $9,025+329.4% | $7,418+422.4% | $7,508+416.1% |
| Participant deferral / active EE | $1,559 | $5,439-71.3% | $5,070-69.2% | $5,521-71.8% |
| Admin fee / account holder | $453 | $49,137-99.1% | $39,333-98.8% | $28,387-98.4% |