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 4-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 | $696,156 | $65,561+961.8% | $86,188+707.7% | $75,163+826.2% |
| Participation rate | 98.7% | 60.5%+38.2pp | 69.0%+29.8pp | 67.2%+31.5pp |
| Annual return | 10.35% | 46.05%-35.7pp | 1168.45%-1158.1pp | 160.62%-150.3pp |
| Employer contribution / active EE | $33,635 | $1,553+2066.3% | $2,380+1313.1% | $2,670+1159.8% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,125-100.0% |
| Admin fee / account holder | $29,737 | $5,474+443.2% | $6,852+334.0% | $5,651+426.2% |