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 | $159,602+418.0% | $150,045+451.0% | $142,382+480.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 9.84% | 70.24%-60.4pp | 62.55%-52.7pp | 217.08%-207.2pp |
| Employer contribution / active EE | $6,199 | $4,961+25.0% | $4,693+32.1% | $4,299+44.2% |
| Participant deferral / active EE | $400 | $8,310-95.2% | $7,997-95.0% | $6,507-93.9% |
| Admin fee / account holder | $16,715 | $14,846+12.6% | $13,435+24.4% | $12,624+32.4% |