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 | $2,262,649 | $183,963+1129.9% | $162,163+1295.3% | $152,861+1380.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 8.40% | 150.76%-142.4pp | 115.59%-107.2pp | 345.32%-336.9pp |
| Employer contribution / active EE | $1,485 | $6,371-76.7% | $5,614-73.6% | $4,762-68.8% |
| Participant deferral / active EE | $1,317 | $8,034-83.6% | $7,298-82.0% | $5,850-77.5% |
| Admin fee / account holder | $55,057 | $13,121+319.6% | $10,843+407.8% | $11,596+374.8% |