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 9-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 | $849,294 | $102,616+727.6% | $81,983+935.9% | $158,922+434.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | -3.42% | 61.04%-64.5pp | 41.31%-44.7pp | 302.83%-306.2pp |
| Employer contribution / active EE | $2,359 | $3,240-27.2% | $2,498-5.6% | $4,761-50.5% |
| Participant deferral / active EE | $36 | $4,648-99.2% | $3,722-99.0% | $5,982-99.4% |
| Admin fee / account holder | $37,374 | $8,235+353.9% | $5,664+559.9% | $11,246+232.3% |