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 | $250,207 | $179,726+39.2% | $156,263+60.1% | $142,382+75.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 6.66% | 77.86%-71.2pp | 59.47%-52.8pp | 217.08%-210.4pp |
| Employer contribution / active EE | $11,111 | $5,069+119.2% | $4,333+156.4% | $4,299+158.5% |
| Participant deferral / active EE | $1,791 | $6,956-74.3% | $6,158-70.9% | $6,507-72.5% |
| Admin fee / account holder | $18,456 | $17,272+6.9% | $14,255+29.5% | $12,624+46.2% |