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 | $578,229 | $167,307+245.6% | $143,757+302.2% | $134,475+330.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.13% | 0.46%-14.6pp | -0.04%-14.1pp | 417.96%-432.1pp |
| Employer contribution / active EE | $19,502 | $5,619+247.1% | $4,951+293.9% | $4,740+311.5% |
| Participant deferral / active EE | $953 | $6,446-85.2% | $5,637-83.1% | $6,400-85.1% |
| Admin fee / account holder | $4,976 | $18,088-72.5% | $14,673-66.1% | $11,426-56.5% |