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 | $826,820 | $154,228+436.1% | $145,433+468.5% | $137,256+502.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.84% | 74.59%-64.8pp | 66.58%-56.7pp | 220.34%-210.5pp |
| Employer contribution / active EE | $6,199 | $4,804+29.0% | $4,554+36.1% | $4,156+49.1% |
| Participant deferral / active EE | $400 | $8,216-95.1% | $7,897-94.9% | $6,407-93.8% |
| Admin fee / account holder | $16,715 | $14,344+16.5% | $13,129+27.3% | $12,270+36.2% |