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 | $375,602 | $183,963+104.2% | $162,163+131.6% | $152,861+145.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 4.23% | 150.76%-146.5pp | 115.59%-111.4pp | 345.32%-341.1pp |
| Employer contribution / active EE | $3,044 | $6,371-52.2% | $5,614-45.8% | $4,762-36.1% |
| Participant deferral / active EE | $333 | $8,034-95.9% | $7,298-95.4% | $5,850-94.3% |
| Admin fee / account holder | $35,413 | $13,121+169.9% | $10,843+226.6% | $11,596+205.4% |