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 | $335,937 | $127,386+163.7% | $115,037+192.0% | $125,391+167.9% |
| Participation rate | 92.9% | 84.2%+8.7pp | 81.4%+11.5pp | 83.2%+9.7pp |
| Annual return | -1.38% | 31.28%-32.7pp | 26.14%-27.5pp | 282.22%-283.6pp |
| Employer contribution / active EE | $1,276 | $5,166-75.3% | $4,608-72.3% | $4,866-73.8% |
| Participant deferral / active EE | $1,111 | $6,423-82.7% | $6,026-81.6% | $5,352-79.2% |
| Admin fee / account holder | $14,127 | $9,516+48.4% | $8,175+72.8% | $9,540+48.1% |