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 | $435,788 | $202,432+115.3% | $169,368+157.3% | $139,434+212.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 4.57% | 531.74%-527.2pp | 405.60%-401.0pp | 372.94%-368.4pp |
| Employer contribution / active EE | $1,495 | $4,692-68.1% | $4,013-62.8% | $4,751-68.5% |
| Participant deferral / active EE | $900 | $6,938-87.0% | $6,221-85.5% | $6,710-86.6% |
| Admin fee / account holder | $14,358 | $10,708+34.1% | $9,003+59.5% | $11,403+25.9% |