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 | $1,172,010 | $99,640+1076.2% | $86,436+1255.9% | $134,475+771.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 7.59% | 6782.58%-6775.0pp | 4394.89%-4387.3pp | 417.96%-410.4pp |
| Employer contribution / active EE | $29,400 | $4,400+568.1% | $3,769+680.1% | $4,740+520.3% |
| Participant deferral / active EE | $625 | $7,246-91.4% | $6,952-91.0% | $6,400-90.2% |
| Admin fee / account holder | $13,316 | $8,371+59.1% | $6,731+97.8% | $11,426+16.5% |