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 3-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 | $463,177 | $214,378+116.1% | $200,582+130.9% | $142,382+225.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.06% | 46.41%-35.3pp | 42.33%-31.3pp | 217.08%-206.0pp |
| Employer contribution / active EE | $8,491 | $6,841+24.1% | $6,419+32.3% | $4,299+97.5% |
| Participant deferral / active EE | $2,580 | $9,865-73.8% | $9,331-72.4% | $6,507-60.4% |
| Admin fee / account holder | $22,441 | $17,692+26.8% | $16,305+37.6% | $12,624+77.8% |