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 | $466,573 | $139,421+234.7% | $239,577+94.7% | $116,462+300.6% |
| Participation rate | 95.5% | 75.0%+20.5pp | 82.1%+13.4pp | 74.7%+20.8pp |
| Annual return | 6.79% | 15.58%-8.8pp | -0.70%+7.5pp | 15.65%-8.9pp |
| Employer contribution / active EE | $19,295 | $4,487+330.0% | $7,232+166.8% | $3,231+497.1% |
| Participant deferral / active EE | $0 | $4,296-100.0% | $5,676-100.0% | $3,836-100.0% |
| Admin fee / account holder | $19,843 | $21,515-7.8% | $19,315+2.7% | $12,754+55.6% |