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 | $408,954 | $95,803+326.9% | $113,168+261.4% | $84,808+382.2% |
| Participation rate | 96.8% | 72.9%+23.9pp | 76.6%+20.2pp | 68.3%+28.5pp |
| Annual return | 7.05% | 25.00%-18.0pp | 24.27%-17.2pp | 40.90%-33.9pp |
| Employer contribution / active EE | $6,259 | $2,360+165.2% | $2,975+110.4% | $2,631+137.9% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $5,107-100.0% | $4,212-100.0% |
| Admin fee / account holder | $42,840 | $8,989+376.6% | $12,068+255.0% | $7,344+483.4% |