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 | $299,710 | $116,175+158.0% | $93,606+220.2% | $152,861+96.1% |
| Participation rate | 75.0% | 78.0%-3.0pp | 75.8%-0.8pp | 82.4%-7.4pp |
| Annual return | 4.32% | 35.96%-31.6pp | 32.76%-28.4pp | 345.32%-341.0pp |
| Employer contribution / active EE | $609 | $3,218-81.1% | $2,718-77.6% | $4,762-87.2% |
| Participant deferral / active EE | $1,250 | $4,603-72.8% | $4,069-69.3% | $5,850-78.6% |
| Admin fee / account holder | $14,292 | $10,748+33.0% | $7,888+81.2% | $11,596+23.2% |