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 | $921,288 | $109,413+742.0% | $156,263+489.6% | $84,808+986.3% |
| Participation rate | 98.8% | 72.7%+26.1pp | 78.9%+19.9pp | 68.3%+30.5pp |
| Annual return | 6.46% | 20.18%-13.7pp | 59.47%-53.0pp | 40.90%-34.4pp |
| Employer contribution / active EE | $15,349 | $2,907+428.0% | $4,333+254.2% | $2,631+483.4% |
| Participant deferral / active EE | $0 | $4,590-100.0% | $6,158-100.0% | $4,212-100.0% |
| Admin fee / account holder | $52,803 | $9,357+464.3% | $14,255+270.4% | $7,344+619.0% |