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 | $1,097,263 | $105,126+943.8% | $94,646+1059.3% | $139,434+686.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | -7.54% | 38.03%-45.6pp | 156.71%-164.2pp | 372.94%-380.5pp |
| Employer contribution / active EE | $13,075 | $4,106+218.5% | $3,672+256.1% | $4,751+175.2% |
| Participant deferral / active EE | $575 | $7,599-92.4% | $7,418-92.2% | $6,710-91.4% |
| Admin fee / account holder | $8,723 | $8,984-2.9% | $7,231+20.6% | $11,403-23.5% |