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 | $138,562+236.7% | $246,525+89.3% | $116,875+299.2% |
| Participation rate | 95.5% | 72.8%+22.6pp | 82.0%+13.5pp | 74.5%+20.9pp |
| Annual return | 6.79% | 16.14%-9.4pp | 0.46%+6.3pp | 16.29%-9.5pp |
| Employer contribution / active EE | $19,295 | $4,835+299.0% | $7,467+158.4% | $3,288+486.9% |
| Participant deferral / active EE | $0 | $4,207-100.0% | $5,422-100.0% | $3,885-100.0% |
| Admin fee / account holder | $19,843 | $18,110+9.6% | $16,551+19.9% | $12,263+61.8% |