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 | $611,555 | $175,202+249.1% | $149,673+308.6% | $139,434+338.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 0.64% | 166.71%-166.1pp | 134.42%-133.8pp | 372.94%-372.3pp |
| Employer contribution / active EE | $11,598 | $5,474+111.9% | $4,818+140.7% | $4,751+144.1% |
| Participant deferral / active EE | $900 | $6,519-86.2% | $5,680-84.2% | $6,710-86.6% |
| Admin fee / account holder | $26,786 | $16,150+65.9% | $13,210+102.8% | $11,403+134.9% |