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 | $294,739 | $104,664+181.6% | $85,682+244.0% | $167,490+76.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 8.50% | 21.45%-12.9pp | 21.49%-13.0pp | 478.56%-470.1pp |
| Employer contribution / active EE | $5,170 | $3,337+54.9% | $2,618+97.4% | $4,837+6.9% |
| Participant deferral / active EE | $520 | $4,824-89.2% | $3,923-86.7% | $6,341-91.8% |
| Admin fee / account holder | $2,112 | $10,032-78.9% | $6,873-69.3% | $12,309-82.8% |