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 | $380,255 | $157,256+141.8% | $141,162+169.4% | $152,861+148.8% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 12.29% | 64.32%-52.0pp | 71.39%-59.1pp | 345.32%-333.0pp |
| Employer contribution / active EE | $14,768 | $5,261+180.7% | $4,735+211.9% | $4,762+210.1% |
| Participant deferral / active EE | $1,500 | $7,109-78.9% | $6,709-77.6% | $5,850-74.4% |
| Admin fee / account holder | $8,861 | $12,120-26.9% | $10,261-13.6% | $11,596-23.6% |