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 | $862,373 | $106,515+709.6% | $96,683+792.0% | $139,434+518.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 4.69% | 38.43%-33.7pp | 35.69%-31.0pp | 372.94%-368.3pp |
| Employer contribution / active EE | $42,067 | $4,103+925.3% | $3,737+1025.8% | $4,751+785.5% |
| Participant deferral / active EE | $840 | $5,454-84.6% | $4,878-82.8% | $6,710-87.5% |
| Admin fee / account holder | $5,464 | $7,877-30.6% | $6,730-18.8% | $11,403-52.1% |