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 5-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 | $1,124,565 | $99,640+1028.6% | $86,436+1201.0% | $134,475+736.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -37.01% | 6782.58%-6819.6pp | 4394.89%-4431.9pp | 417.96%-455.0pp |
| Employer contribution / active EE | $871 | $4,400-80.2% | $3,769-76.9% | $4,740-81.6% |
| Participant deferral / active EE | $1,675 | $7,246-76.9% | $6,952-75.9% | $6,400-73.8% |
| Admin fee / account holder | $13,892 | $8,371+65.9% | $6,731+106.4% | $11,426+21.6% |