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 | $260,710 | $62,586+316.6% | $76,768+239.6% | $64,186+306.2% |
| Participation rate | 98.6% | 72.8%+25.8pp | 77.0%+21.7pp | 69.6%+29.1pp |
| Annual return | -33.04% | -1.95%-31.1pp | 2.43%-35.5pp | 7.63%-40.7pp |
| Employer contribution / active EE | $3,913 | $1,832+113.6% | $2,485+57.4% | $2,381+64.3% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $823 | $4,667-82.4% | $6,675-87.7% | $4,888-83.2% |