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 | $324,577 | $73,787+339.9% | $98,716+228.8% | $82,448+293.7% |
| Participation rate | 96.2% | 61.4%+34.7pp | 69.3%+26.9pp | 68.1%+28.1pp |
| Annual return | 11.25% | 18.57%-7.3pp | 31.81%-20.6pp | 41.64%-30.4pp |
| Employer contribution / active EE | $22,491 | $1,511+1388.3% | $2,279+887.1% | $2,551+781.7% |
| Participant deferral / active EE | $236 | $3,081-92.3% | $4,048-94.2% | $4,139-94.3% |
| Admin fee / account holder | $2,003 | $6,500-69.2% | $8,703-77.0% | $7,234-72.3% |