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 | $273,571 | $103,949+163.2% | $69,182+295.4% | $273,961-0.1% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | -1.05% | 35.28%-36.3pp | -21.93%+20.9pp | 41.45%-42.5pp |
| Employer contribution / active EE | $17,135 | $1,783+861.0% | $1,206+1320.5% | $4,869+251.9% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,897-100.0% | $5,287-100.0% |
| Admin fee / account holder | $15,351 | $3,671+318.2% | $2,697+469.2% | $10,132+51.5% |