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 | $269,933 | $99,985+170.0% | $146,665+84.0% | $85,850+214.4% |
| Participation rate | 89.3% | 73.1%+16.2pp | 80.1%+9.2pp | 69.3%+20.0pp |
| Annual return | 3.57% | 18.93%-15.4pp | 22.74%-19.2pp | 318.53%-315.0pp |
| Employer contribution / active EE | $6,919 | $2,559+170.4% | $4,136+67.3% | $2,565+169.7% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $6,457 | $7,702-16.2% | $10,280-37.2% | $6,260+3.2% |