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 | $267,378 | $81,900+226.5% | $119,609+123.5% | $68,494+290.4% |
| Participation rate | 92.9% | 71.9%+21.0pp | 79.3%+13.6pp | 67.9%+25.0pp |
| Annual return | 2.39% | -23.82%+26.2pp | -14.97%+17.4pp | -7.84%+10.2pp |
| Employer contribution / active EE | $2,697 | $2,693+0.1% | $4,232-36.3% | $2,596+3.9% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,602-100.0% | $4,027-100.0% |
| Admin fee / account holder | $22,097 | $6,582+235.7% | $10,323+114.1% | $5,403+309.0% |