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 | $324,166 | $62,573+418.1% | $85,682+278.3% | $85,850+277.6% |
| Participation rate | 95.1% | 61.1%+34.0pp | 69.9%+25.3pp | 69.3%+25.8pp |
| Annual return | 1.34% | 23.77%-22.4pp | 21.49%-20.2pp | 318.53%-317.2pp |
| Employer contribution / active EE | $11,870 | $1,757+575.7% | $2,618+353.3% | $2,565+362.7% |
| Participant deferral / active EE | $0 | $2,802-100.0% | $3,923-100.0% | $3,952-100.0% |
| Admin fee / account holder | $9,136 | $4,640+96.9% | $6,873+32.9% | $6,260+45.9% |