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 | $507,306 | $114,381+343.5% | $107,525+371.8% | $142,382+256.3% |
| Participation rate | 94.4% | 78.1%+16.3pp | 75.1%+19.4pp | 80.1%+14.3pp |
| Annual return | 7.66% | 242.71%-235.0pp | 181.32%-173.7pp | 217.08%-209.4pp |
| Employer contribution / active EE | $33,929 | $4,015+745.1% | $3,754+803.9% | $4,299+689.2% |
| Participant deferral / active EE | $448 | $5,564-92.0% | $5,116-91.2% | $6,507-93.1% |
| Admin fee / account holder | $10,894 | $9,860+10.5% | $8,919+22.1% | $12,624-13.7% |