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 9-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 | $291,507 | $167,307+74.2% | $143,757+102.8% | $134,475+116.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.03% | 0.46%-13.5pp | -0.04%-13.0pp | 417.96%-431.0pp |
| Employer contribution / active EE | $20,000 | $5,619+255.9% | $4,951+304.0% | $4,740+322.0% |
| Participant deferral / active EE | $720 | $6,446-88.8% | $5,637-87.2% | $6,400-88.7% |
| Admin fee / account holder | $1,952 | $18,088-89.2% | $14,673-86.7% | $11,426-82.9% |