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 | $350,500 | $95,803+265.9% | $113,168+209.7% | $84,808+313.3% |
| Participation rate | 97.0% | 72.9%+24.1pp | 76.6%+20.4pp | 68.3%+28.7pp |
| Annual return | 9.30% | 25.00%-15.7pp | 24.27%-15.0pp | 40.90%-31.6pp |
| Employer contribution / active EE | $18,202 | $2,360+671.3% | $2,975+511.8% | $2,631+591.8% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $5,107-100.0% | $4,212-100.0% |
| Admin fee / account holder | $21,619 | $8,989+140.5% | $12,068+79.1% | $7,344+194.4% |