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.)
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 | $319,629 | $124,319+157.1% | $111,297+187.2% | $167,490+90.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 5.33% | 37.44%-32.1pp | 54.65%-49.3pp | 478.56%-473.2pp |
| Employer contribution / active EE | $13,606 | $3,435+296.1% | $2,731+398.2% | $4,837+181.3% |
| Participant deferral / active EE | $857 | $5,180-83.5% | $4,487-80.9% | $6,341-86.5% |
| Admin fee / account holder | $4,091 | $10,618-61.5% | $7,964-48.6% | $12,309-66.8% |