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 9-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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,351,174 | $148,978+3491.9% | $200,582+2567.8% | $84,808+6209.8% |
| Participation rate | 93.9% | 84.2%+9.7pp | 86.9%+7.0pp | 68.3%+25.6pp |
| Annual return | 12.40% | 28.16%-15.8pp | 42.33%-29.9pp | 40.90%-28.5pp |
| Employer contribution / active EE | $46,721 | $4,815+870.3% | $6,419+627.9% | $2,631+1675.8% |
| Participant deferral / active EE | $2,812 | $7,142-60.6% | $9,331-69.9% | $4,212-33.2% |
| Admin fee / account holder | $217,681 | $13,977+1457.4% | $16,305+1235.1% | $7,344+2864.2% |