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 | $439,837 | $158,817+176.9% | $121,196+262.9% | $135,375+224.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -1.69% | -0.64%-1.1pp | 16.93%-18.6pp | 519.73%-521.4pp |
| Employer contribution / active EE | $12,868 | $5,665+127.2% | $4,022+220.0% | $4,779+169.3% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,344-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,174 | $6,512-66.6% | $5,019-56.7% | $10,827-79.9% |