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 | $843,361 | $110,094+666.0% | $151,611+456.3% | $68,494+1131.3% |
| Participation rate | 94.0% | 84.0%+10.1pp | 87.5%+6.5pp | 67.9%+26.1pp |
| Annual return | -25.58% | -10.12%-15.5pp | 3.33%-28.9pp | -7.84%-17.7pp |
| Employer contribution / active EE | $52,947 | $4,471+1084.3% | $6,166+758.7% | $2,596+1939.3% |
| Participant deferral / active EE | $2,716 | $6,527-58.4% | $8,363-67.5% | $4,027-32.6% |
| Admin fee / account holder | $109,756 | $7,719+1322.0% | $11,616+844.9% | $5,403+1931.5% |