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 | $402,419 | $124,319+223.7% | $111,297+261.6% | $167,490+140.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 0.42% | 37.44%-37.0pp | 54.65%-54.2pp | 478.56%-478.1pp |
| Employer contribution / active EE | $18,167 | $3,435+428.8% | $2,731+565.2% | $4,837+275.5% |
| Participant deferral / active EE | $244 | $5,180-95.3% | $4,487-94.6% | $6,341-96.2% |
| Admin fee / account holder | $11,931 | $10,618+12.4% | $7,964+49.8% | $12,309-3.1% |