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 | $454,137 | $165,984+173.6% | $164,813+175.5% | $145,922+211.2% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 7.30% | 100.03%-92.7pp | 69.93%-62.6pp | 561.29%-554.0pp |
| Employer contribution / active EE | $12,418 | $5,273+135.5% | $4,341+186.1% | $4,660+166.5% |
| Participant deferral / active EE | $276 | $6,959-96.0% | $6,031-95.4% | $6,688-95.9% |
| Admin fee / account holder | $64,394 | $16,648+286.8% | $12,690+407.4% | $13,397+380.7% |