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 | $1,144,630 | $159,602+617.2% | $150,045+662.9% | $142,382+703.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 10.22% | 70.24%-60.0pp | 62.55%-52.3pp | 217.08%-206.9pp |
| Employer contribution / active EE | $23,475 | $4,961+373.2% | $4,693+400.2% | $4,299+446.0% |
| Participant deferral / active EE | $2,188 | $8,310-73.7% | $7,997-72.6% | $6,507-66.4% |
| Admin fee / account holder | $7,621 | $14,846-48.7% | $13,435-43.3% | $12,624-39.6% |