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 | $272,696 | $755,339-63.9% | $379,746-28.2% | $158,922+71.6% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 4.97% | 53.41%-48.4pp | 34.90%-29.9pp | 302.83%-297.9pp |
| Employer contribution / active EE | $10,733 | $4,685+129.1% | $3,540+203.2% | $4,761+125.4% |
| Participant deferral / active EE | $0 | $7,938-100.0% | $6,024-100.0% | $5,982-100.0% |
| Admin fee / account holder | $35,412 | $14,482+144.5% | $7,927+346.7% | $11,246+214.9% |