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 | $283,251 | $91,552+209.4% | $133,956+111.5% | $79,858+254.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 9.90% | 61.85%-51.9pp | 45.09%-35.2pp | 31.71%-21.8pp |
| Employer contribution / active EE | $10,885 | $2,384+356.7% | $3,919+177.8% | $2,471+340.5% |
| Participant deferral / active EE | $304 | $3,733-91.9% | $5,048-94.0% | $3,740-91.9% |
| Admin fee / account holder | $3,511 | $6,321-44.5% | $8,927-60.7% | $5,306-33.8% |