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 | $374,236 | $86,929+330.5% | $102,423+265.4% | $80,856+362.8% |
| Participation rate | 97.6% | 72.4%+25.2pp | 76.5%+21.1pp | 67.6%+30.0pp |
| Annual return | 7.04% | 18.88%-11.8pp | 29.32%-22.3pp | 35.59%-28.5pp |
| Employer contribution / active EE | $10,126 | $2,369+327.4% | $3,023+234.9% | $2,755+267.6% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $5,053-100.0% | $4,296-100.0% |
| Admin fee / account holder | $36,385 | $8,049+352.0% | $9,451+285.0% | $6,918+426.0% |