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 | $270,091 | $90,519+198.4% | $93,789+188.0% | $134,475+100.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | 0.21% | -15.72%+15.9pp | -11.33%+11.5pp | 417.96%-417.8pp |
| Employer contribution / active EE | $15,262 | $4,343+251.4% | $4,323+253.1% | $4,740+222.0% |
| Participant deferral / active EE | $1,625 | $5,978-72.8% | $6,094-73.3% | $6,400-74.6% |
| Admin fee / account holder | $53,099 | $9,252+473.9% | $7,195+638.0% | $11,426+364.7% |