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 | $384,930 | $78,926+387.7% | $136,749+181.5% | $84,808+353.9% |
| Participation rate | 96.0% | 62.2%+33.8pp | 72.1%+23.9pp | 68.3%+27.7pp |
| Annual return | 10.34% | 18.17%-7.8pp | 24.33%-14.0pp | 40.90%-30.6pp |
| Employer contribution / active EE | $17,274 | $2,134+709.4% | $3,400+408.1% | $2,631+556.6% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,692-100.0% | $4,212-100.0% |
| Admin fee / account holder | $22,884 | $6,369+259.3% | $11,386+101.0% | $7,344+211.6% |