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 | $728,908 | $91,538+696.3% | $129,995+460.7% | $75,163+869.8% |
| Participation rate | 98.9% | 71.4%+27.4pp | 78.5%+20.4pp | 67.2%+31.7pp |
| Annual return | 12.14% | -631.11%+643.3pp | -137.18%+149.3pp | 160.62%-148.5pp |
| Employer contribution / active EE | $12,610 | $2,845+343.2% | $4,320+191.9% | $2,670+372.3% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $26,974 | $6,790+297.2% | $10,614+154.1% | $5,651+377.3% |