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 | $435,254 | $110,257+294.8% | $96,544+350.8% | $139,434+212.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 2.47% | 26.32%-23.8pp | 25.84%-23.4pp | 372.94%-370.5pp |
| Employer contribution / active EE | $43,429 | $3,620+1099.8% | $2,965+1364.8% | $4,751+814.1% |
| Participant deferral / active EE | $1,574 | $5,548-71.6% | $4,851-67.6% | $6,710-76.5% |
| Admin fee / account holder | $11,752 | $11,591+1.4% | $8,252+42.4% | $11,403+3.1% |