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 | $254,689 | $159,901+59.3% | $146,958+73.3% | $145,922+74.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.27% | 98.13%-93.9pp | 418.34%-414.1pp | 561.29%-557.0pp |
| Employer contribution / active EE | $11,667 | $5,286+120.7% | $4,933+136.5% | $4,660+150.4% |
| Participant deferral / active EE | $0 | $8,428-100.0% | $8,070-100.0% | $6,688-100.0% |
| Admin fee / account holder | $340,027 | $15,044+2160.3% | $12,998+2516.0% | $13,397+2438.1% |