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 | $300,319 | $138,347+117.1% | $184,203+63.0% | $80,856+271.4% |
| Participation rate | 97.8% | 83.9%+13.9pp | 86.8%+11.0pp | 67.6%+30.1pp |
| Annual return | -0.88% | 20.02%-20.9pp | 28.81%-29.7pp | 35.59%-36.5pp |
| Employer contribution / active EE | $6,111 | $4,850+26.0% | $6,427-4.9% | $2,755+121.8% |
| Participant deferral / active EE | $0 | $7,071-100.0% | $9,131-100.0% | $4,296-100.0% |
| Admin fee / account holder | $26,938 | $10,483+157.0% | $13,901+93.8% | $6,918+289.4% |