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 | $365,616 | $43,327+743.9% | $59,878+510.6% | $64,186+469.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -2.35% | -1.55%-0.8pp | 3.46%-5.8pp | 7.63%-10.0pp |
| Employer contribution / active EE | $10,481 | $2,028+416.7% | $2,722+285.1% | $2,381+340.2% |
| Participant deferral / active EE | $10 | $2,546-99.6% | $3,402-99.7% | $3,470-99.7% |
| Admin fee / account holder | $48,439 | $3,005+1511.9% | $3,590+1249.2% | $4,888+891.0% |