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 | $355,856 | $172,111+106.8% | $150,298+136.8% | $137,256+159.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 4.93% | 69.37%-64.4pp | 62.79%-57.9pp | 220.34%-215.4pp |
| Employer contribution / active EE | $13,383 | $4,636+188.7% | $4,154+222.2% | $4,156+222.0% |
| Participant deferral / active EE | $1,188 | $6,166-80.7% | $5,453-78.2% | $6,407-81.5% |
| Admin fee / account holder | $12,545 | $16,471-23.8% | $14,116-11.1% | $12,270+2.2% |