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 | $295,056 | $83,477+253.5% | $125,175+135.7% | $72,985+304.3% |
| Participation rate | 93.9% | 73.3%+20.6pp | 79.8%+14.2pp | 69.5%+24.5pp |
| Annual return | 14.85% | 25.78%-10.9pp | 43.79%-28.9pp | 81.00%-66.2pp |
| Employer contribution / active EE | $10,401 | $2,345+343.5% | $3,865+169.1% | $2,440+326.3% |
| Participant deferral / active EE | $0 | $3,585-100.0% | $4,937-100.0% | $3,607-100.0% |
| Admin fee / account holder | $4,643 | $5,517-15.8% | $9,702-52.1% | $5,124-9.4% |