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 | $426,970 | $167,307+155.2% | $143,757+197.0% | $134,475+217.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -2.92% | 0.46%-3.4pp | -0.04%-2.9pp | 417.96%-420.9pp |
| Employer contribution / active EE | $1,603 | $5,619-71.5% | $4,951-67.6% | $4,740-66.2% |
| Participant deferral / active EE | $1,200 | $6,446-81.4% | $5,637-78.7% | $6,400-81.2% |
| Admin fee / account holder | $30,831 | $18,088+70.4% | $14,673+110.1% | $11,426+169.8% |