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 | $255,210 | $57,065+347.2% | $75,670+237.3% | $70,131+263.9% |
| Participation rate | 78.6% | 68.1%+10.5pp | 72.3%+6.2pp | 69.5%+9.0pp |
| Annual return | 10.60% | 23.57%-13.0pp | 27.34%-16.7pp | 73.14%-62.5pp |
| Employer contribution / active EE | $12,509 | $1,817+588.6% | $2,352+431.9% | $2,342+434.0% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $7,146 | $3,825+86.8% | $5,800+23.2% | $4,645+53.8% |