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 | $262,864 | $150,440+74.7% | $136,294+92.9% | $147,584+78.1% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 6.88% | 1049.08%-1042.2pp | 5155.94%-5149.1pp | 578.55%-571.7pp |
| Employer contribution / active EE | $9,893 | $5,256+88.2% | $4,695+110.7% | $4,876+102.9% |
| Participant deferral / active EE | $1,333 | $6,630-79.9% | $6,247-78.7% | $5,439-75.5% |
| Admin fee / account holder | $5,253 | $10,905-51.8% | $9,243-43.2% | $10,885-51.7% |