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 | $369,847 | $165,335+123.7% | $149,696+147.1% | $158,922+132.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 1.12% | 348.15%-347.0pp | 276.60%-275.5pp | 302.83%-301.7pp |
| Employer contribution / active EE | $11,293 | $5,103+121.3% | $4,644+143.2% | $4,761+137.2% |
| Participant deferral / active EE | $1,399 | $7,181-80.5% | $6,842-79.5% | $5,982-76.6% |
| Admin fee / account holder | $66,632 | $10,807+516.6% | $9,309+615.8% | $11,246+492.5% |