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 | $344,947 | $138,065+149.8% | $123,544+179.2% | $135,375+154.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.72% | 153.68%-163.4pp | 119.20%-128.9pp | 519.73%-529.5pp |
| Employer contribution / active EE | $13,333 | $5,151+158.8% | $4,628+188.1% | $4,779+179.0% |
| Participant deferral / active EE | $347 | $6,799-94.9% | $6,426-94.6% | $5,609-93.8% |
| Admin fee / account holder | $3,654 | $10,916-66.5% | $9,284-60.6% | $10,827-66.2% |