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 6-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 | $744,173 | $138,562+437.1% | $246,525+201.9% | $116,875+536.7% |
| Participation rate | 97.6% | 72.8%+24.8pp | 82.0%+15.7pp | 74.5%+23.1pp |
| Annual return | 8.56% | 16.14%-7.6pp | 0.46%+8.1pp | 16.29%-7.7pp |
| Employer contribution / active EE | $23,941 | $4,835+395.1% | $7,467+220.6% | $3,288+628.2% |
| Participant deferral / active EE | $0 | $4,207-100.0% | $5,422-100.0% | $3,885-100.0% |
| Admin fee / account holder | $43,715 | $18,110+141.4% | $16,551+164.1% | $12,263+256.5% |