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 | $274,389 | $179,726+52.7% | $156,263+75.6% | $142,382+92.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 7.84% | 77.86%-70.0pp | 59.47%-51.6pp | 217.08%-209.2pp |
| Employer contribution / active EE | $4,750 | $5,069-6.3% | $4,333+9.6% | $4,299+10.5% |
| Participant deferral / active EE | $1,500 | $6,956-78.4% | $6,158-75.6% | $6,507-76.9% |
| Admin fee / account holder | $1,541 | $17,272-91.1% | $14,255-89.2% | $12,624-87.8% |