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 9-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 | $616,700 | $197,591+212.1% | $177,821+246.8% | $158,922+288.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -1.46% | 58.76%-60.2pp | 48.32%-49.8pp | 302.83%-304.3pp |
| Employer contribution / active EE | $1,869 | $6,697-72.1% | $5,918-68.4% | $4,761-60.7% |
| Participant deferral / active EE | $2,549 | $8,405-69.7% | $7,714-67.0% | $5,982-57.4% |
| Admin fee / account holder | $5,372 | $15,399-65.1% | $12,427-56.8% | $11,246-52.2% |