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 | $785,105 | $105,126+646.8% | $94,646+729.5% | $139,434+463.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 15.27% | 38.03%-22.8pp | 156.71%-141.4pp | 372.94%-357.7pp |
| Employer contribution / active EE | $26,542 | $4,106+546.5% | $3,672+622.8% | $4,751+458.7% |
| Participant deferral / active EE | $433 | $7,599-94.3% | $7,418-94.2% | $6,710-93.5% |
| Admin fee / account holder | $8,115 | $8,984-9.7% | $7,231+12.2% | $11,403-28.8% |