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 | $424,856 | $138,044+207.8% | $125,339+239.0% | $134,475+215.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -29.55% | 750.33%-779.9pp | 572.05%-601.6pp | 417.96%-447.5pp |
| Employer contribution / active EE | $6,580 | $5,243+25.5% | $4,814+36.7% | $4,740+38.8% |
| Participant deferral / active EE | $2,432 | $7,799-68.8% | $7,446-67.3% | $6,400-62.0% |
| Admin fee / account holder | $122,180 | $11,571+955.9% | $10,010+1120.6% | $11,426+969.3% |