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 | $5,284,963 | $107,934+4796.5% | $91,989+5645.2% | $152,861+3357.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 21.08% | 89.24%-68.2pp | 69.02%-47.9pp | 345.32%-324.2pp |
| Employer contribution / active EE | $30,500 | $4,210+624.5% | $3,452+783.6% | $4,762+540.4% |
| Participant deferral / active EE | $0 | $6,364-100.0% | $5,923-100.0% | $5,850-100.0% |
| Admin fee / account holder | $173,775 | $10,520+1551.9% | $7,743+2144.3% | $11,596+1398.5% |