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 | $386,321 | $226,064+70.9% | $182,532+111.6% | $152,861+152.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 7.19% | 192.51%-185.3pp | 148.54%-141.3pp | 345.32%-338.1pp |
| Employer contribution / active EE | $1,327 | $4,978-73.4% | $4,076-67.5% | $4,762-72.1% |
| Participant deferral / active EE | $493 | $6,368-92.3% | $5,524-91.1% | $5,850-91.6% |
| Admin fee / account holder | $615 | $10,703-94.3% | $8,592-92.8% | $11,596-94.7% |