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 | $1,201,028 | $83,908+1331.4% | $68,509+1653.1% | $125,391+857.8% |
| Participation rate | 83.3% | 78.2%+5.2pp | 74.7%+8.6pp | 83.2%+0.1pp |
| Annual return | 3.00% | 14.48%-11.5pp | 8.27%-5.3pp | 282.22%-279.2pp |
| Employer contribution / active EE | $33,333 | $3,031+999.8% | $2,278+1363.4% | $4,866+585.0% |
| Participant deferral / active EE | $0 | $4,125-100.0% | $3,382-100.0% | $5,352-100.0% |
| Admin fee / account holder | $60,261 | $8,982+570.9% | $5,275+1042.5% | $9,540+531.6% |