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 | $329,024 | $148,534+121.5% | $135,903+142.1% | $139,434+136.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.89% | 79.19%-71.3pp | 68.23%-60.3pp | 372.94%-365.0pp |
| Employer contribution / active EE | $4,972 | $5,243-5.2% | $4,856+2.4% | $4,751+4.7% |
| Participant deferral / active EE | $2,346 | $8,100-71.0% | $7,758-69.8% | $6,710-65.0% |
| Admin fee / account holder | $8,541 | $12,400-31.1% | $10,762-20.6% | $11,403-25.1% |