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 | $313,704 | $173,345+81.0% | $136,007+130.7% | $145,922+115.0% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 5.16% | 1163.32%-1158.2pp | 579.32%-574.2pp | 561.29%-556.1pp |
| Employer contribution / active EE | $1,260 | $5,278-76.1% | $4,217-70.1% | $4,660-73.0% |
| Participant deferral / active EE | $1,300 | $8,699-85.1% | $7,025-81.5% | $6,688-80.6% |
| Admin fee / account holder | $1,362 | $9,954-86.3% | $6,858-80.1% | $13,397-89.8% |