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 | $1,030,585 | $214,378+380.7% | $200,582+413.8% | $142,382+623.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.31% | 46.41%-29.1pp | 42.33%-25.0pp | 217.08%-199.8pp |
| Employer contribution / active EE | $3,333 | $6,841-51.3% | $6,419-48.1% | $4,299-22.5% |
| Participant deferral / active EE | $0 | $9,865-100.0% | $9,331-100.0% | $6,507-100.0% |
| Admin fee / account holder | $43,688 | $17,692+146.9% | $16,305+167.9% | $12,624+246.1% |