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 | $527,075 | $79,633+561.9% | $93,789+462.0% | $68,494+669.5% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.0%+19.0pp | 67.9%+32.1pp |
| Annual return | -11.75% | -0.10%-11.6pp | -11.33%-0.4pp | -7.84%-3.9pp |
| Employer contribution / active EE | $31,608 | $3,665+762.4% | $4,323+631.2% | $2,596+1117.4% |
| Participant deferral / active EE | $0 | $5,158-100.0% | $6,094-100.0% | $4,027-100.0% |
| Admin fee / account holder | $135,627 | $6,871+1873.8% | $7,195+1785.1% | $5,403+2410.3% |