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 | $1,111,028 | $175,202+534.1% | $149,673+642.3% | $139,434+696.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 6.67% | 166.71%-160.0pp | 134.42%-127.7pp | 372.94%-366.3pp |
| Employer contribution / active EE | $2,395 | $5,474-56.3% | $4,818-50.3% | $4,751-49.6% |
| Participant deferral / active EE | $1,140 | $6,519-82.5% | $5,680-79.9% | $6,710-83.0% |
| Admin fee / account holder | $45,695 | $16,150+182.9% | $13,210+245.9% | $11,403+300.7% |