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 | $324,267 | $152,587+112.5% | $125,175+159.1% | $152,861+112.1% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.4%+0.9pp |
| Annual return | 5.73% | 54.84%-49.1pp | 43.79%-38.1pp | 345.32%-339.6pp |
| Employer contribution / active EE | $3,002 | $4,946-39.3% | $3,865-22.3% | $4,762-37.0% |
| Participant deferral / active EE | $933 | $5,868-84.1% | $4,937-81.1% | $5,850-84.0% |
| Admin fee / account holder | $78,764 | $13,434+486.3% | $9,702+711.8% | $11,596+579.2% |