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 | $255,469 | $72,388+252.9% | $111,392+129.3% | $64,186+298.0% |
| Participation rate | 100.0% | 70.5%+29.5pp | 78.9%+21.1pp | 69.6%+30.4pp |
| Annual return | 2.83% | -1.50%+4.3pp | -2.06%+4.9pp | 7.63%-4.8pp |
| Employer contribution / active EE | $9,909 | $3,000+230.3% | $4,328+129.0% | $2,381+316.2% |
| Participant deferral / active EE | $0 | $4,241-100.0% | $5,567-100.0% | $3,470-100.0% |
| Admin fee / account holder | $13,687 | $5,719+139.3% | $12,266+11.6% | $4,888+180.0% |