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 | $349,056 | $148,978+134.3% | $200,582+74.0% | $84,808+311.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 10.11% | 28.16%-18.1pp | 42.33%-32.2pp | 40.90%-30.8pp |
| Employer contribution / active EE | $10,425 | $4,815+116.5% | $6,419+62.4% | $2,631+296.2% |
| Participant deferral / active EE | $2,986 | $7,142-58.2% | $9,331-68.0% | $4,212-29.1% |
| Admin fee / account holder | $2,311 | $13,977-83.5% | $16,305-85.8% | $7,344-68.5% |