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 | $266,567 | $58,927+352.4% | $76,817+247.0% | $72,985+265.2% |
| Participation rate | 85.7% | 67.3%+18.4pp | 72.1%+13.6pp | 69.5%+16.2pp |
| Annual return | 15.54% | 2305.64%-2290.1pp | 1166.11%-1150.6pp | 81.00%-65.5pp |
| Employer contribution / active EE | $15,283 | $1,787+755.3% | $2,302+563.9% | $2,440+526.4% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,336-100.0% | $3,607-100.0% |
| Admin fee / account holder | $10,077 | $4,013+151.1% | $6,420+57.0% | $5,124+96.7% |