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 | $1,551,975 | $785,698+97.5% | $694,382+123.5% | $546,767+183.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 77.1%+22.9pp | 83.5%+16.5pp |
| Annual return | 23.49% | 9.34%+14.2pp | 9.66%+13.8pp | 10.35%+13.1pp |
| Employer contribution / active EE | $3,451 | $27,225-87.3% | $25,660-86.6% | $24,752-86.1% |
| Participant deferral / active EE | $0 | $1,297-100.0% | $1,431-100.0% | $3,964-100.0% |
| Admin fee / account holder | $28,607 | $18,173+57.4% | $15,543+84.1% | $48,677-41.2% |