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 | $325,049 | $106,584+205.0% | $101,326+220.8% | $142,382+128.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 11.75% | 36.93%-25.2pp | 36.82%-25.1pp | 217.08%-205.3pp |
| Employer contribution / active EE | $1,067 | $3,956-73.0% | $3,665-70.9% | $4,299-75.2% |
| Participant deferral / active EE | $799 | $8,297-90.4% | $7,994-90.0% | $6,507-87.7% |
| Admin fee / account holder | $2,071 | $11,446-81.9% | $11,185-81.5% | $12,624-83.6% |