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 | $1,719,202 | $105,859+1524.1% | $90,160+1806.8% | $147,584+1064.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 8.23% | 37.63%-29.4pp | 34.88%-26.7pp | 578.55%-570.3pp |
| Employer contribution / active EE | $18,600 | $4,126+350.8% | $3,318+460.6% | $4,876+281.4% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,288-100.0% | $5,439-100.0% |
| Admin fee / account holder | $8,806 | $8,046+9.4% | $5,943+48.2% | $10,885-19.1% |