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 | $298,689 | $183,519+62.8% | $155,509+92.1% | $145,922+104.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 2.11% | 61.17%-59.1pp | 64.67%-62.6pp | 561.29%-559.2pp |
| Employer contribution / active EE | $62,074 | $5,313+1068.4% | $4,672+1228.5% | $4,660+1232.2% |
| Participant deferral / active EE | $927 | $6,462-85.7% | $5,626-83.5% | $6,688-86.1% |
| Admin fee / account holder | $524,038 | $19,313+2613.4% | $15,912+3193.4% | $13,397+3811.6% |