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 | $254,496 | $81,900+210.7% | $119,609+112.8% | $68,494+271.6% |
| Participation rate | 96.8% | 71.9%+24.9pp | 79.3%+17.5pp | 67.9%+28.9pp |
| Annual return | -17.38% | -23.82%+6.4pp | -14.97%-2.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $9,677 | $2,693+259.3% | $4,232+128.7% | $2,596+272.7% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,602-100.0% | $4,027-100.0% |
| Admin fee / account holder | $8,708 | $6,582+32.3% | $10,323-15.6% | $5,403+61.2% |