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 | $252,455 | $72,492+248.3% | $87,100+189.8% | $72,985+245.9% |
| Participation rate | 87.5% | 72.8%+14.7pp | 76.9%+10.6pp | 69.5%+18.0pp |
| Annual return | 4.66% | 24.46%-19.8pp | 28.19%-23.5pp | 81.00%-76.3pp |
| Employer contribution / active EE | $3,773 | $1,894+99.2% | $2,521+49.6% | $2,440+54.6% |
| Participant deferral / active EE | $658 | $3,270-79.9% | $4,049-83.8% | $3,607-81.8% |
| Admin fee / account holder | $33,034 | $5,055+553.5% | $7,497+340.6% | $5,124+544.6% |