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 | $290,872 | $125,758+131.3% | $169,993+71.1% | $75,163+287.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 12.35% | 27.20%-14.8pp | 53.37%-41.0pp | 160.62%-148.3pp |
| Employer contribution / active EE | $11,047 | $4,615+139.4% | $6,785+62.8% | $2,670+313.8% |
| Participant deferral / active EE | $2,453 | $6,837-64.1% | $10,408-76.4% | $4,125-40.5% |
| Admin fee / account holder | $11,897 | $8,173+45.6% | $12,815-7.2% | $5,651+110.5% |