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 | $276,792 | $111,754+147.7% | $103,333+167.9% | $145,922+89.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.33% | 24.77%-15.4pp | 24.88%-15.6pp | 561.29%-552.0pp |
| Employer contribution / active EE | $13,085 | $4,212+210.6% | $3,868+238.3% | $4,660+180.8% |
| Participant deferral / active EE | $555 | $5,619-90.1% | $5,057-89.0% | $6,688-91.7% |
| Admin fee / account holder | $3,151 | $9,750-67.7% | $8,355-62.3% | $13,397-76.5% |