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 | $335,226 | $154,365+117.2% | $130,231+157.4% | $139,434+140.4% |
| Participation rate | 83.3% | 79.9%+3.4pp | 76.3%+7.1pp | 80.3%+3.0pp |
| Annual return | 4.35% | 30.34%-26.0pp | 38.77%-34.4pp | 372.94%-368.6pp |
| Employer contribution / active EE | $1,380 | $5,170-73.3% | $4,126-66.5% | $4,751-70.9% |
| Participant deferral / active EE | $1,100 | $8,498-87.1% | $6,799-83.8% | $6,710-83.6% |
| Admin fee / account holder | $2,187 | $9,214-76.3% | $6,020-63.7% | $11,403-80.8% |