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 | $463,695 | $209,336+121.5% | $197,124+135.2% | $137,256+237.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 4.63% | 48.09%-43.5pp | 44.34%-39.7pp | 220.34%-215.7pp |
| Employer contribution / active EE | $1,628 | $6,591-75.3% | $6,227-73.9% | $4,156-60.8% |
| Participant deferral / active EE | $1,411 | $9,614-85.3% | $9,135-84.6% | $6,407-78.0% |
| Admin fee / account holder | $480,273 | $17,308+2674.9% | $16,298+2846.8% | $12,270+3814.2% |