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 | $416,912 | $76,000+448.6% | $154,107+170.5% | $64,186+549.5% |
| Participation rate | 82.9% | 70.4%+12.4pp | 83.0%-0.2pp | 69.6%+13.3pp |
| Annual return | -0.19% | 30.32%-30.5pp | 735.12%-735.3pp | 7.63%-7.8pp |
| Employer contribution / active EE | $6,189 | $3,351+84.7% | $5,298+16.8% | $2,381+160.0% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $13,612 | $5,596+143.2% | $13,411+1.5% | $4,888+178.5% |