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 | $328,427 | $179,726+82.7% | $156,263+110.2% | $142,382+130.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 1.41% | 77.86%-76.4pp | 59.47%-58.1pp | 217.08%-215.7pp |
| Employer contribution / active EE | $5,675 | $5,069+12.0% | $4,333+31.0% | $4,299+32.0% |
| Participant deferral / active EE | $421 | $6,956-93.9% | $6,158-93.2% | $6,507-93.5% |
| Admin fee / account holder | $21,932 | $17,272+27.0% | $14,255+53.9% | $12,624+73.7% |