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 | $403,511 | $83,337+384.2% | $67,834+494.9% | $273,961+47.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | -4.48% | 259.45%-263.9pp | 138.47%-143.0pp | 41.45%-45.9pp |
| Employer contribution / active EE | $2,259 | $3,287-31.3% | $2,403-6.0% | $4,869-53.6% |
| Participant deferral / active EE | $644 | $4,088-84.2% | $3,160-79.6% | $5,287-87.8% |
| Admin fee / account holder | $68,712 | $6,752+917.7% | $4,622+1386.5% | $10,132+578.2% |