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 | $292,735 | $159,602+83.4% | $150,045+95.1% | $142,382+105.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 1.91% | 70.24%-68.3pp | 62.55%-60.6pp | 217.08%-215.2pp |
| Employer contribution / active EE | $919 | $4,961-81.5% | $4,693-80.4% | $4,299-78.6% |
| Participant deferral / active EE | $1,756 | $8,310-78.9% | $7,997-78.0% | $6,507-73.0% |
| Admin fee / account holder | $329 | $14,846-97.8% | $13,435-97.6% | $12,624-97.4% |