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 | $258,195 | $110,094+134.5% | $151,611+70.3% | $68,494+277.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -12.66% | -10.12%-2.5pp | 3.33%-16.0pp | -7.84%-4.8pp |
| Employer contribution / active EE | $10,015 | $4,471+124.0% | $6,166+62.4% | $2,596+285.7% |
| Participant deferral / active EE | $2,007 | $6,527-69.3% | $8,363-76.0% | $4,027-50.2% |
| Admin fee / account holder | $1,006 | $7,719-87.0% | $11,616-91.3% | $5,403-81.4% |