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 7-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 | $698,973 | $159,934+337.0% | $147,005+375.5% | $145,959+378.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 8.27% | 98.24%-90.0pp | 418.76%-410.5pp | 561.95%-553.7pp |
| Employer contribution / active EE | $33,073 | $5,287+525.5% | $4,934+570.3% | $4,661+609.6% |
| Participant deferral / active EE | $459 | $8,427-94.6% | $8,070-94.3% | $6,689-93.1% |
| Admin fee / account holder | $9,029 | $15,053-40.0% | $13,006-30.6% | $13,398-32.6% |