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 | $273,264 | $81,900+233.7% | $119,609+128.5% | $68,494+299.0% |
| Participation rate | 94.9% | 71.9%+23.0pp | 79.3%+15.6pp | 67.9%+27.0pp |
| Annual return | -9.36% | -23.82%+14.5pp | -14.97%+5.6pp | -7.84%-1.5pp |
| Employer contribution / active EE | $12,134 | $2,693+350.5% | $4,232+186.7% | $2,596+367.4% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,602-100.0% | $4,027-100.0% |
| Admin fee / account holder | $5,172 | $6,582-21.4% | $10,323-49.9% | $5,403-4.3% |