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 | $308,480 | $100,754+206.2% | $86,677+255.9% | $134,475+129.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -4.85% | 29.04%-33.9pp | 35.91%-40.8pp | 417.96%-422.8pp |
| Employer contribution / active EE | $7,448 | $3,489+113.4% | $2,836+162.6% | $4,740+57.1% |
| Participant deferral / active EE | $857 | $5,338-83.9% | $4,656-81.6% | $6,400-86.6% |
| Admin fee / account holder | $3,974 | $10,926-63.6% | $7,493-47.0% | $11,426-65.2% |