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 | $289,986 | $69,515+317.2% | $86,874+233.8% | $85,850+237.8% |
| Participation rate | 96.8% | 66.3%+30.4pp | 71.6%+25.1pp | 69.3%+27.5pp |
| Annual return | 8.90% | 20.12%-11.2pp | 63.52%-54.6pp | 318.53%-309.6pp |
| Employer contribution / active EE | $11,038 | $1,880+487.0% | $2,495+342.3% | $2,565+330.3% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,699-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,562 | $5,972-23.6% | $5,828-21.7% | $6,260-27.1% |