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 5-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 | $721,140 | $132,634+443.7% | $115,768+522.9% | $137,256+425.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 8.48% | 160.70%-152.2pp | 100.46%-92.0pp | 220.34%-211.9pp |
| Employer contribution / active EE | $7,343 | $3,360+118.6% | $2,940+149.8% | $4,156+76.7% |
| Participant deferral / active EE | $88 | $5,619-98.4% | $4,917-98.2% | $6,407-98.6% |
| Admin fee / account holder | $18,331 | $15,028+22.0% | $12,439+47.4% | $12,270+49.4% |