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 8-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 | $281,073 | $45,863+512.9% | $77,024+264.9% | $68,494+310.4% |
| Participation rate | 98.2% | 55.9%+42.3pp | 67.9%+30.3pp | 67.9%+30.3pp |
| Annual return | -0.62% | 1.72%-2.3pp | 42.32%-42.9pp | -7.84%+7.2pp |
| Employer contribution / active EE | $19,887 | $1,650+1105.6% | $2,812+607.2% | $2,596+666.0% |
| Participant deferral / active EE | $0 | $2,962-100.0% | $4,426-100.0% | $4,027-100.0% |
| Admin fee / account holder | $10,933 | $3,041+259.6% | $5,425+101.5% | $5,403+102.4% |