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 | $471,164 | $107,934+336.5% | $91,989+412.2% | $152,861+208.2% |
| Participation rate | 93.8% | 81.2%+12.6pp | 78.6%+15.1pp | 82.4%+11.3pp |
| Annual return | -0.78% | 89.24%-90.0pp | 69.02%-69.8pp | 345.32%-346.1pp |
| Employer contribution / active EE | $12,795 | $4,210+203.9% | $3,452+270.7% | $4,762+168.7% |
| Participant deferral / active EE | $0 | $6,364-100.0% | $5,923-100.0% | $5,850-100.0% |
| Admin fee / account holder | $6,016 | $10,520-42.8% | $7,743-22.3% | $11,596-48.1% |