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 | $268,338 | $125,758+113.4% | $169,993+57.9% | $75,163+257.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 8.05% | 27.20%-19.1pp | 53.37%-45.3pp | 160.62%-152.6pp |
| Employer contribution / active EE | $2,283 | $4,615-50.5% | $6,785-66.3% | $2,670-14.5% |
| Participant deferral / active EE | $2,411 | $6,837-64.7% | $10,408-76.8% | $4,125-41.6% |
| Admin fee / account holder | $9,307 | $8,173+13.9% | $12,815-27.4% | $5,651+64.7% |