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 | $1,309,658 | $91,190+1336.2% | $178,490+633.7% | $79,858+1540.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 8.11% | 24.19%-16.1pp | 151.07%-143.0pp | 31.71%-23.6pp |
| Employer contribution / active EE | $44,945 | $3,256+1280.5% | $5,011+797.0% | $2,471+1719.0% |
| Participant deferral / active EE | $275 | $3,236-91.5% | $5,202-94.7% | $3,740-92.6% |
| Admin fee / account holder | $3,302 | $6,751-51.1% | $13,984-76.4% | $5,306-37.8% |