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 | $369,250 | $46,869+687.8% | $122,332+201.8% | $70,131+426.5% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 15.27% | 24.22%-9.0pp | 30.27%-15.0pp | 73.14%-57.9pp |
| Employer contribution / active EE | $11,236 | $1,288+772.5% | $4,050+177.4% | $2,342+379.7% |
| Participant deferral / active EE | $0 | $2,166-100.0% | $3,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,976 | $3,322-10.4% | $5,478-45.7% | $4,645-35.9% |