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 | $781,001 | $197,591+295.3% | $177,821+339.2% | $158,922+391.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 4.28% | 58.76%-54.5pp | 48.32%-44.0pp | 302.83%-298.5pp |
| Employer contribution / active EE | $5,063 | $6,697-24.4% | $5,918-14.5% | $4,761+6.3% |
| Participant deferral / active EE | $2,896 | $8,405-65.5% | $7,714-62.5% | $5,982-51.6% |
| Admin fee / account holder | $9,093 | $15,399-41.0% | $12,427-26.8% | $11,246-19.1% |