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 8-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 | $265,631 | $76,000+249.5% | $154,107+72.4% | $64,186+313.8% |
| Participation rate | 98.2% | 70.4%+27.8pp | 83.0%+15.2pp | 69.6%+28.6pp |
| Annual return | -4.86% | 30.32%-35.2pp | 735.12%-740.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $9,154 | $3,351+173.2% | $5,298+72.8% | $2,381+284.5% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,571 | $5,596+17.4% | $13,411-51.0% | $4,888+34.4% |