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 | $476,377 | $117,841+304.3% | $102,423+365.1% | $145,922+226.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 3.46% | 31.65%-28.2pp | 29.32%-25.9pp | 561.29%-557.8pp |
| Employer contribution / active EE | $37,833 | $3,615+946.6% | $3,023+1151.4% | $4,660+711.9% |
| Participant deferral / active EE | $1,625 | $5,731-71.6% | $5,053-67.8% | $6,688-75.7% |
| Admin fee / account holder | $13,277 | $13,326-0.4% | $9,451+40.5% | $13,397-0.9% |