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 | $312,446 | $64,707+382.9% | $112,228+178.4% | $68,494+356.2% |
| Participation rate | 97.6% | 67.2%+30.4pp | 75.1%+22.5pp | 67.9%+29.7pp |
| Annual return | 15.04% | -11.40%+26.4pp | 27.45%-12.4pp | -7.84%+22.9pp |
| Employer contribution / active EE | $1,829 | $2,746-33.4% | $3,635-49.7% | $2,596-29.5% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $28,574 | $5,232+446.1% | $6,410+345.8% | $5,403+428.9% |