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 | $855,209 | $116,875+631.7% | $621,730+37.6% | $116,875+631.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 90.8%+9.2pp | 74.5%+25.5pp |
| Annual return | 6.23% | 16.29%-10.1pp | 10.76%-4.5pp | 16.29%-10.1pp |
| Employer contribution / active EE | $46,633 | $3,288+1318.4% | $9,871+372.4% | $3,288+1318.4% |
| Participant deferral / active EE | $0 | $3,885-100.0% | $6,979-100.0% | $3,885-100.0% |
| Admin fee / account holder | $27,646 | $12,263+125.4% | $66,065-58.2% | $12,263+125.4% |