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 | $333,228 | $142,344+134.1% | $119,609+178.6% | $134,475+147.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -2.05% | -12.44%+10.4pp | -14.97%+12.9pp | 417.96%-420.0pp |
| Employer contribution / active EE | $20,599 | $5,222+294.5% | $4,232+386.8% | $4,740+334.6% |
| Participant deferral / active EE | $0 | $6,469-100.0% | $5,602-100.0% | $6,400-100.0% |
| Admin fee / account holder | $79,984 | $13,584+488.8% | $10,323+674.8% | $11,426+600.0% |