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 | $462,224 | $102,966+348.9% | $90,281+412.0% | $152,861+202.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 5.97% | 95.16%-89.2pp | 78.10%-72.1pp | 345.32%-339.4pp |
| Employer contribution / active EE | $10,564 | $3,139+236.6% | $2,854+270.1% | $4,762+121.8% |
| Participant deferral / active EE | $725 | $4,281-83.1% | $3,885-81.3% | $5,850-87.6% |
| Admin fee / account holder | $3,460 | $6,171-43.9% | $5,351-35.3% | $11,596-70.2% |