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 | $545,635 | $201,272+171.1% | $184,203+196.2% | $145,922+273.9% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 7.55% | 29.00%-21.5pp | 28.81%-21.3pp | 561.29%-553.7pp |
| Employer contribution / active EE | $1,904 | $7,022-72.9% | $6,427-70.4% | $4,660-59.1% |
| Participant deferral / active EE | $1,955 | $9,806-80.1% | $9,131-78.6% | $6,688-70.8% |
| Admin fee / account holder | $894 | $16,364-94.5% | $13,901-93.6% | $13,397-93.3% |