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 | $816,039 | $72,177+1030.6% | $115,037+609.4% | $59,632+1268.5% |
| Participation rate | 94.4% | 72.6%+21.9pp | 81.4%+13.1pp | 68.7%+25.8pp |
| Annual return | -0.97% | 12.02%-13.0pp | 26.14%-27.1pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $17,440 | $2,841+513.8% | $4,608+278.5% | $2,203+691.8% |
| Participant deferral / active EE | $1,928 | $4,783-59.7% | $6,026-68.0% | $3,192-39.6% |
| Admin fee / account holder | $16,190 | $4,927+228.6% | $8,175+98.0% | $4,297+276.8% |