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 | $306,167 | $159,602+91.8% | $150,045+104.0% | $142,382+115.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 5.75% | 70.24%-64.5pp | 62.55%-56.8pp | 217.08%-211.3pp |
| Employer contribution / active EE | $7,670 | $4,961+54.6% | $4,693+63.4% | $4,299+78.4% |
| Participant deferral / active EE | $364 | $8,310-95.6% | $7,997-95.4% | $6,507-94.4% |
| Admin fee / account holder | $193,363 | $14,846+1202.4% | $13,435+1339.3% | $12,624+1431.7% |