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 | $466,983 | $127,065+267.5% | $113,168+312.6% | $142,382+228.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 4.45% | 24.03%-19.6pp | 24.27%-19.8pp | 217.08%-212.6pp |
| Employer contribution / active EE | $45,500 | $3,442+1221.9% | $2,975+1429.3% | $4,299+958.4% |
| Participant deferral / active EE | $1,672 | $5,716-70.8% | $5,107-67.3% | $6,507-74.3% |
| Admin fee / account holder | $77,744 | $15,736+394.1% | $12,068+544.2% | $12,624+515.9% |