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 | $385,275 | $175,202+119.9% | $149,673+157.4% | $139,434+176.3% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 8.05% | 166.71%-158.7pp | 134.42%-126.4pp | 372.94%-364.9pp |
| Employer contribution / active EE | $9,364 | $5,474+71.1% | $4,818+94.4% | $4,751+97.1% |
| Participant deferral / active EE | $1,000 | $6,519-84.7% | $5,680-82.4% | $6,710-85.1% |
| Admin fee / account holder | $14,445 | $16,150-10.6% | $13,210+9.3% | $11,403+26.7% |