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 | $357,210 | $96,484+270.2% | $75,886+370.7% | $152,861+133.7% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.3%+5.7pp | 82.4%-7.4pp |
| Annual return | 10.22% | 33.98%-23.8pp | 30.76%-20.5pp | 345.32%-335.1pp |
| Employer contribution / active EE | $13,329 | $3,309+302.7% | $2,500+433.1% | $4,762+179.9% |
| Participant deferral / active EE | $750 | $4,553-83.5% | $3,603-79.2% | $5,850-87.2% |
| Admin fee / account holder | $2,464 | $8,078-69.5% | $5,418-54.5% | $11,596-78.7% |