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 | $275,502 | $209,411+31.6% | $178,490+54.4% | $158,922+73.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.89% | 188.75%-182.9pp | 151.07%-145.2pp | 302.83%-296.9pp |
| Employer contribution / active EE | $9,866 | $5,706+72.9% | $5,011+96.9% | $4,761+107.2% |
| Participant deferral / active EE | $341 | $5,954-94.3% | $5,202-93.4% | $5,982-94.3% |
| Admin fee / account holder | $8,503 | $17,074-50.2% | $13,984-39.2% | $11,246-24.4% |