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 | $310,058 | $77,813+298.5% | $123,544+151.0% | $64,186+383.1% |
| Participation rate | 96.0% | 74.7%+21.3pp | 82.3%+13.7pp | 69.6%+26.4pp |
| Annual return | -3.87% | 12.48%-16.4pp | 119.20%-123.1pp | 7.63%-11.5pp |
| Employer contribution / active EE | $18,179 | $3,014+503.2% | $4,628+292.8% | $2,381+663.6% |
| Participant deferral / active EE | $965 | $5,240-81.6% | $6,426-85.0% | $3,470-72.2% |
| Admin fee / account holder | $25,959 | $5,519+370.4% | $9,284+179.6% | $4,888+431.1% |