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 | $279,890 | $99,341+181.7% | $84,750+230.3% | $273,961+2.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.18% | 22.93%-17.7pp | 22.78%-17.6pp | 41.45%-36.3pp |
| Employer contribution / active EE | $12,129 | $4,214+187.9% | $3,574+239.4% | $4,869+149.1% |
| Participant deferral / active EE | $1,000 | $4,269-76.6% | $3,712-73.1% | $5,287-81.1% |
| Admin fee / account holder | $32,091 | $6,644+383.0% | $5,332+501.8% | $10,132+216.7% |