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 | $1,198,626 | $144,119+731.7% | $117,854+917.0% | $147,584+712.2% |
| Participation rate | 78.6% | 83.4%-4.8pp | 79.7%-1.1pp | 82.8%-4.3pp |
| Annual return | 6.89% | 531.15%-524.3pp | 335.08%-328.2pp | 578.55%-571.7pp |
| Employer contribution / active EE | $6,964 | $4,896+42.2% | $3,786+83.9% | $4,876+42.8% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,035,806 | $10,886+9415.3% | $8,020+12815.2% | $10,885+9415.7% |