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 | $291,037 | $167,307+74.0% | $143,757+102.4% | $134,475+116.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.96% | 0.46%-10.4pp | -0.04%-9.9pp | 417.96%-427.9pp |
| Employer contribution / active EE | $12,066 | $5,619+114.7% | $4,951+143.7% | $4,740+154.6% |
| Participant deferral / active EE | $342 | $6,446-94.7% | $5,637-93.9% | $6,400-94.7% |
| Admin fee / account holder | $824 | $18,088-95.4% | $14,673-94.4% | $11,426-92.8% |