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 | $310,746 | $89,753+246.2% | $107,525+189.0% | $84,808+266.4% |
| Participation rate | 96.7% | 68.1%+28.6pp | 75.1%+21.6pp | 68.3%+28.4pp |
| Annual return | 6.06% | 29.48%-23.4pp | 181.32%-175.3pp | 40.90%-34.8pp |
| Employer contribution / active EE | $11,643 | $3,113+274.0% | $3,754+210.2% | $2,631+342.5% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,196 | $7,222-83.4% | $8,919-86.6% | $7,344-83.7% |