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 | $389,546 | $89,753+334.0% | $107,525+262.3% | $84,808+359.3% |
| Participation rate | 77.4% | 68.1%+9.3pp | 75.1%+2.3pp | 68.3%+9.0pp |
| Annual return | 12.34% | 29.48%-17.1pp | 181.32%-169.0pp | 40.90%-28.6pp |
| Employer contribution / active EE | $26,785 | $3,113+760.3% | $3,754+613.6% | $2,631+918.1% |
| Participant deferral / active EE | $1,670 | $4,056-58.8% | $5,116-67.4% | $4,212-60.4% |
| Admin fee / account holder | $31,271 | $7,222+333.0% | $8,919+250.6% | $7,344+325.8% |