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 | $309,703 | $135,635+128.3% | $110,238+180.9% | $135,375+128.8% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -6.13% | 513.19%-519.3pp | 314.74%-320.9pp | 519.73%-525.9pp |
| Employer contribution / active EE | $2,500 | $4,906-49.0% | $3,826-34.7% | $4,779-47.7% |
| Participant deferral / active EE | $0 | $5,506-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,219 | $11,457-63.2% | $8,547-50.6% | $10,827-61.0% |