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 8-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 | $306,661 | $148,534+106.5% | $135,903+125.6% | $139,434+119.9% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 9.95% | 79.19%-69.2pp | 68.23%-58.3pp | 372.94%-363.0pp |
| Employer contribution / active EE | $1,850 | $5,243-64.7% | $4,856-61.9% | $4,751-61.1% |
| Participant deferral / active EE | $1,987 | $8,100-75.5% | $7,758-74.4% | $6,710-70.4% |
| Admin fee / account holder | $23,217 | $12,400+87.2% | $10,762+115.7% | $11,403+103.6% |