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 | $252,298 | $118,680+112.6% | $98,907+155.1% | $158,922+58.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | -16.23% | 372.35%-388.6pp | 196.43%-212.7pp | 302.83%-319.1pp |
| Employer contribution / active EE | $504 | $3,333-84.9% | $2,689-81.3% | $4,761-89.4% |
| Participant deferral / active EE | $527 | $5,088-89.6% | $4,244-87.6% | $5,982-91.2% |
| Admin fee / account holder | $6,561 | $10,131-35.2% | $6,642-1.2% | $11,246-41.7% |