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 | $401,526 | $138,044+190.9% | $125,339+220.4% | $134,475+198.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -27.75% | 750.33%-778.1pp | 572.05%-599.8pp | 417.96%-445.7pp |
| Employer contribution / active EE | $15,988 | $5,243+204.9% | $4,814+232.2% | $4,740+237.3% |
| Participant deferral / active EE | $1,614 | $7,799-79.3% | $7,446-78.3% | $6,400-74.8% |
| Admin fee / account holder | $5,476 | $11,571-52.7% | $10,010-45.3% | $11,426-52.1% |