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 | $1,010,327 | $198,466+409.1% | $170,442+492.8% | $147,584+584.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 0.94% | 257.29%-256.4pp | 205.93%-205.0pp | 578.55%-577.6pp |
| Employer contribution / active EE | $52,000 | $6,184+740.9% | $5,433+857.2% | $4,876+966.4% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $162,999 | $16,852+867.3% | $13,880+1074.3% | $10,885+1397.4% |