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 | $2,071,741 | $95,803+2062.5% | $113,168+1730.7% | $84,808+2342.9% |
| Participation rate | 96.0% | 72.9%+23.1pp | 76.6%+19.4pp | 68.3%+27.7pp |
| Annual return | 25.17% | 25.00%+0.2pp | 24.27%+0.9pp | 40.90%-15.7pp |
| Employer contribution / active EE | $12,000 | $2,360+408.5% | $2,975+303.3% | $2,631+356.1% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $5,107-100.0% | $4,212-100.0% |
| Admin fee / account holder | $35,227 | $8,989+291.9% | $12,068+191.9% | $7,344+379.7% |