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 | $309,114 | $209,411+47.6% | $178,490+73.2% | $158,922+94.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 1.37% | 188.75%-187.4pp | 151.07%-149.7pp | 302.83%-301.5pp |
| Employer contribution / active EE | $1,479 | $5,706-74.1% | $5,011-70.5% | $4,761-68.9% |
| Participant deferral / active EE | $1,848 | $5,954-69.0% | $5,202-64.5% | $5,982-69.1% |
| Admin fee / account holder | $11,036 | $17,074-35.4% | $13,984-21.1% | $11,246-1.9% |