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 | $344,997 | $149,333+131.0% | $106,387+224.3% | $135,375+154.8% |
| Participation rate | 87.5% | 81.5%+6.0pp | 77.5%+10.0pp | 82.6%+4.9pp |
| Annual return | 0.04% | 0.52%-0.5pp | 0.25%-0.2pp | 519.73%-519.7pp |
| Employer contribution / active EE | $8,250 | $4,984+65.5% | $3,520+134.4% | $4,779+72.6% |
| Participant deferral / active EE | $1,582 | $7,230-78.1% | $5,421-70.8% | $5,609-71.8% |
| Admin fee / account holder | $4,182 | $15,952-73.8% | $7,510-44.3% | $10,827-61.4% |