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 | $276,279 | $148,534+86.0% | $135,903+103.3% | $139,434+98.1% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 11.78% | 79.19%-67.4pp | 68.23%-56.5pp | 372.94%-361.2pp |
| Employer contribution / active EE | $1,770 | $5,243-66.2% | $4,856-63.6% | $4,751-62.7% |
| Participant deferral / active EE | $664 | $8,100-91.8% | $7,758-91.4% | $6,710-90.1% |
| Admin fee / account holder | $27,977 | $12,400+125.6% | $10,762+160.0% | $11,403+145.4% |