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 | $548,548 | $54,726+902.4% | $68,793+697.4% | $64,186+754.6% |
| Participation rate | 96.2% | 68.0%+28.1pp | 72.2%+23.9pp | 69.6%+26.6pp |
| Annual return | 9.69% | -1.62%+11.3pp | -4.63%+14.3pp | 7.63%+2.1pp |
| Employer contribution / active EE | $18,269 | $1,846+889.6% | $2,625+596.0% | $2,381+667.4% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $10,299 | $4,027+155.7% | $5,131+100.7% | $4,888+110.7% |