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 | $275,313 | $66,813+312.1% | $100,516+173.9% | $73,488+274.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 79.4%+20.6pp | 70.7%+29.3pp |
| Annual return | 2.49% | 25.70%-23.2pp | 30.89%-28.4pp | 28.51%-26.0pp |
| Employer contribution / active EE | $11,894 | $2,147+454.1% | $3,418+248.0% | $2,270+423.9% |
| Participant deferral / active EE | $0 | $5,883-100.0% | $6,270-100.0% | $3,740-100.0% |
| Admin fee / account holder | $6,070 | $512+1085.4% | $8,081-24.9% | $513+1083.1% |