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 | $353,753 | $176,812+100.1% | $146,665+141.2% | $167,490+111.2% |
| Participation rate | 91.3% | 83.6%+7.7pp | 80.1%+11.2pp | 82.1%+9.2pp |
| Annual return | 7.67% | 24.03%-16.4pp | 22.74%-15.1pp | 478.56%-470.9pp |
| Employer contribution / active EE | $4,696 | $5,160-9.0% | $4,136+13.5% | $4,837-2.9% |
| Participant deferral / active EE | $1,877 | $6,440-70.9% | $5,506-65.9% | $6,341-70.4% |
| Admin fee / account holder | $11,146 | $13,259-15.9% | $10,280+8.4% | $12,309-9.4% |