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 | $924,536 | $115,770+698.6% | $101,248+813.1% | $158,922+481.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -9.97% | 56.14%-66.1pp | 46.47%-56.4pp | 302.83%-312.8pp |
| Employer contribution / active EE | $3,580 | $4,175-14.2% | $3,660-2.2% | $4,761-24.8% |
| Participant deferral / active EE | $100 | $4,957-98.0% | $4,370-97.7% | $5,982-98.3% |
| Admin fee / account holder | $102,107 | $7,245+1309.3% | $5,945+1617.4% | $11,246+808.0% |