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 | $177,572+100.4% | $154,803+129.9% | $142,382+149.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 4.93% | 65.07%-60.1pp | 58.88%-54.0pp | 217.08%-212.1pp |
| Employer contribution / active EE | $13,383 | $4,810+178.2% | $4,305+210.8% | $4,299+211.3% |
| Participant deferral / active EE | $1,188 | $6,272-81.1% | $5,540-78.6% | $6,507-81.7% |
| Admin fee / account holder | $12,545 | $16,786-25.3% | $14,329-12.5% | $12,624-0.6% |