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 | $361,533 | $171,865+110.4% | $149,718+141.5% | $147,584+145.0% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 9.08% | 2113.22%-2104.1pp | 1501.63%-1492.5pp | 578.55%-569.5pp |
| Employer contribution / active EE | $2,015 | $6,275-67.9% | $5,445-63.0% | $4,876-58.7% |
| Participant deferral / active EE | $2,104 | $7,271-71.1% | $6,569-68.0% | $5,439-61.3% |
| Admin fee / account holder | $278,253 | $13,799+1916.4% | $11,283+2366.2% | $10,885+2456.2% |