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 | $275,876 | $95,193+189.8% | $76,523+260.5% | $135,375+103.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 2.74% | 4.85%-2.1pp | -0.27%+3.0pp | 519.73%-517.0pp |
| Employer contribution / active EE | $15,560 | $3,302+371.1% | $2,647+487.8% | $4,779+225.6% |
| Participant deferral / active EE | $0 | $4,639-100.0% | $3,835-100.0% | $5,609-100.0% |
| Admin fee / account holder | $239,060 | $6,249+3725.8% | $4,848+4830.9% | $10,827+2108.0% |