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.
Employer 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 | $348,257 | $126,519+175.3% | $106,201+227.9% | $145,959+138.6% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 6.39% | 225.10%-218.7pp | 116.26%-109.9pp | 561.95%-555.6pp |
| Employer contribution / active EE | $345 | $3,726-90.8% | $3,170-89.1% | $4,661-92.6% |
| Participant deferral / active EE | $350 | $5,716-93.9% | $5,012-93.0% | $6,689-94.8% |
| Admin fee / account holder | $10,936 | $17,312-36.8% | $11,039-0.9% | $13,398-18.4% |