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 | $841,874 | $210,408+300.1% | $153,485+448.5% | $145,922+476.9% |
| Participation rate | 75.0% | 82.1%-7.1pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 5.62% | 13.37%-7.7pp | 15.65%-10.0pp | 561.29%-555.7pp |
| Employer contribution / active EE | $0 | $6,048-100.0% | $5,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,444 | $7,975-81.9% | $6,757-78.6% | $6,688-78.4% |
| Admin fee / account holder | $355,415 | $19,419+1730.3% | $12,724+2693.2% | $13,397+2553.0% |