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 4-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 | $799,391 | $100,754+693.4% | $86,677+822.3% | $134,475+494.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.96% | 29.04%-45.0pp | 35.91%-51.9pp | 417.96%-433.9pp |
| Employer contribution / active EE | $1,501 | $3,489-57.0% | $2,836-47.1% | $4,740-68.3% |
| Participant deferral / active EE | $780 | $5,338-85.4% | $4,656-83.2% | $6,400-87.8% |
| Admin fee / account holder | $61,551 | $10,926+463.3% | $7,493+721.4% | $11,426+438.7% |