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 | $266,908 | $93,170+186.5% | $100,534+165.5% | $84,808+214.7% |
| Participation rate | 96.1% | 75.8%+20.2pp | 80.6%+15.4pp | 68.3%+27.7pp |
| Annual return | 9.00% | 47.13%-38.1pp | 32.66%-23.7pp | 40.90%-31.9pp |
| Employer contribution / active EE | $5,741 | $3,985+44.1% | $4,346+32.1% | $2,631+118.2% |
| Participant deferral / active EE | $0 | $5,699-100.0% | $6,144-100.0% | $4,212-100.0% |
| Admin fee / account holder | $12,969 | $7,382+75.7% | $7,654+69.4% | $7,344+76.6% |