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 | $398,875 | $75,828+426.0% | $147,614+170.2% | $59,632+568.9% |
| Participation rate | 84.0% | 71.6%+12.4pp | 84.6%-0.6pp | 68.7%+15.3pp |
| Annual return | -2.65% | 0.37%-3.0pp | 61.98%-64.6pp | 2041.28%-2043.9pp |
| Employer contribution / active EE | $14,108 | $3,485+304.9% | $5,564+153.5% | $2,203+540.5% |
| Participant deferral / active EE | $0 | $3,130-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $5,149 | $5,985-14.0% | $11,611-55.7% | $4,297+19.8% |