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 9-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 | $251,827 | $202,318+24.5% | $172,739+45.8% | $152,861+64.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | -0.32% | 1029.65%-1030.0pp | 802.84%-803.2pp | 345.32%-345.6pp |
| Employer contribution / active EE | $6,667 | $5,856+13.8% | $5,143+29.6% | $4,762+40.0% |
| Participant deferral / active EE | $1,017 | $5,948-82.9% | $5,198-80.4% | $5,850-82.6% |
| Admin fee / account holder | $8,175 | $17,109-52.2% | $13,954-41.4% | $11,596-29.5% |