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 | $290,514 | $755,339-61.5% | $379,746-23.5% | $158,922+82.8% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 3.57% | 53.41%-49.8pp | 34.90%-31.3pp | 302.83%-299.3pp |
| Employer contribution / active EE | $1,178 | $4,685-74.9% | $3,540-66.7% | $4,761-75.3% |
| Participant deferral / active EE | $800 | $7,938-89.9% | $6,024-86.7% | $5,982-86.6% |
| Admin fee / account holder | $1,655 | $14,482-88.6% | $7,927-79.1% | $11,246-85.3% |