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.
Employer 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 | $268,025 | $202,318+32.5% | $172,739+55.2% | $152,861+75.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 5.49% | 1029.65%-1024.2pp | 802.84%-797.3pp | 345.32%-339.8pp |
| Employer contribution / active EE | $377 | $5,856-93.6% | $5,143-92.7% | $4,762-92.1% |
| Participant deferral / active EE | $1,719 | $5,948-71.1% | $5,198-66.9% | $5,850-70.6% |
| Admin fee / account holder | $1,753 | $17,109-89.8% | $13,954-87.4% | $11,596-84.9% |