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 | $255,048 | $165,335+54.3% | $149,696+70.4% | $158,922+60.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -2.25% | 348.15%-350.4pp | 276.60%-278.9pp | 302.83%-305.1pp |
| Employer contribution / active EE | $8,000 | $5,103+56.8% | $4,644+72.3% | $4,761+68.0% |
| Participant deferral / active EE | $765 | $7,181-89.3% | $6,842-88.8% | $5,982-87.2% |
| Admin fee / account holder | $6,934 | $10,807-35.8% | $9,309-25.5% | $11,246-38.3% |