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 | $253,372 | $177,572+42.7% | $154,803+63.7% | $142,382+78.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 6.20% | 65.07%-58.9pp | 58.88%-52.7pp | 217.08%-210.9pp |
| Employer contribution / active EE | $1,407 | $4,810-70.8% | $4,305-67.3% | $4,299-67.3% |
| Participant deferral / active EE | $1,126 | $6,272-82.0% | $5,540-79.7% | $6,507-82.7% |
| Admin fee / account holder | $1,571 | $16,786-90.6% | $14,329-89.0% | $12,624-87.6% |