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 | $1,627,084 | $148,534+995.4% | $135,903+1097.2% | $139,434+1066.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -0.41% | 79.19%-79.6pp | 68.23%-68.6pp | 372.94%-373.3pp |
| Employer contribution / active EE | $5,899 | $5,243+12.5% | $4,856+21.5% | $4,751+24.2% |
| Participant deferral / active EE | $1,500 | $8,100-81.5% | $7,758-80.7% | $6,710-77.6% |
| Admin fee / account holder | $118,184 | $12,400+853.1% | $10,762+998.2% | $11,403+936.5% |