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 | $615,977 | $197,591+211.7% | $177,821+246.4% | $158,922+287.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 2.95% | 58.76%-55.8pp | 48.32%-45.4pp | 302.83%-299.9pp |
| Employer contribution / active EE | $27,389 | $6,697+308.9% | $5,918+362.8% | $4,761+475.3% |
| Participant deferral / active EE | $2,828 | $8,405-66.3% | $7,714-63.3% | $5,982-52.7% |
| Admin fee / account holder | $166,669 | $15,399+982.3% | $12,427+1241.1% | $11,246+1382.1% |