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 | $414,596 | $106,890+287.9% | $84,015+393.5% | $152,861+171.2% |
| Participation rate | 87.5% | 75.2%+12.3pp | 69.0%+18.5pp | 82.4%+5.1pp |
| Annual return | -0.18% | 104.99%-105.2pp | 71.31%-71.5pp | 345.32%-345.5pp |
| Employer contribution / active EE | $21,698 | $2,734+693.5% | $1,983+993.9% | $4,762+355.6% |
| Participant deferral / active EE | $293 | $4,011-92.7% | $3,239-91.0% | $5,850-95.0% |
| Admin fee / account holder | $3,470 | $8,285-58.1% | $6,101-43.1% | $11,596-70.1% |