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 | $348,970 | $94,529+269.2% | $140,016+149.2% | $64,186+443.7% |
| Participation rate | 90.0% | 84.1%+5.9pp | 87.5%+2.5pp | 69.6%+20.4pp |
| Annual return | -5.28% | 7.77%-13.1pp | 651.12%-656.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $12,928 | $3,812+239.1% | $5,606+130.6% | $2,381+443.0% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $15,420 | $6,741+128.7% | $10,705+44.0% | $4,888+215.5% |