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 | $850,363 | $123,793+586.9% | $177,821+378.2% | $79,858+964.8% |
| Participation rate | 98.0% | 84.7%+13.4pp | 87.7%+10.3pp | 69.6%+28.4pp |
| Annual return | 3.70% | 22.82%-19.1pp | 48.32%-44.6pp | 31.71%-28.0pp |
| Employer contribution / active EE | $49,402 | $4,095+1106.3% | $5,918+734.7% | $2,471+1899.4% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $20,703 | $7,243+185.9% | $12,427+66.6% | $5,306+290.2% |