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 | $372,132 | $89,355+316.5% | $141,162+163.6% | $72,985+409.9% |
| Participation rate | 92.3% | 75.1%+17.2pp | 82.5%+9.8pp | 69.5%+22.8pp |
| Annual return | 17.69% | 111.85%-94.2pp | 71.39%-53.7pp | 81.00%-63.3pp |
| Employer contribution / active EE | $16,998 | $3,114+445.8% | $4,735+259.0% | $2,440+596.7% |
| Participant deferral / active EE | $1,160 | $5,418-78.6% | $6,709-82.7% | $3,607-67.8% |
| Admin fee / account holder | $7,210 | $5,958+21.0% | $10,261-29.7% | $5,124+40.7% |