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 | $292,941 | $109,881+166.6% | $150,045+95.2% | $84,808+245.4% |
| Participation rate | 94.3% | 76.1%+18.2pp | 82.3%+12.0pp | 68.3%+26.0pp |
| Annual return | 13.90% | 28.25%-14.3pp | 62.55%-48.7pp | 40.90%-27.0pp |
| Employer contribution / active EE | $15,567 | $3,561+337.1% | $4,693+231.7% | $2,631+491.7% |
| Participant deferral / active EE | $2,486 | $6,636-62.5% | $7,997-68.9% | $4,212-41.0% |
| Admin fee / account holder | $15,589 | $8,568+81.9% | $13,435+16.0% | $7,344+112.3% |