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 | $343,776 | $227,553+51.1% | $189,557+81.4% | $167,490+105.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 3.53% | 78.40%-74.9pp | 64.17%-60.6pp | 478.56%-475.0pp |
| Employer contribution / active EE | $9,159 | $5,316+72.3% | $4,412+107.6% | $4,837+89.3% |
| Participant deferral / active EE | $296 | $7,002-95.8% | $6,174-95.2% | $6,341-95.3% |
| Admin fee / account holder | $491 | $11,878-95.9% | $9,807-95.0% | $12,309-96.0% |