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 | $267,768 | $124,281+115.5% | $109,143+145.3% | $167,490+59.9% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.9%+15.0pp | 82.1%+8.8pp |
| Annual return | 7.25% | 26.04%-18.8pp | 25.75%-18.5pp | 478.56%-471.3pp |
| Employer contribution / active EE | $6,609 | $4,207+57.1% | $3,722+77.6% | $4,837+36.6% |
| Participant deferral / active EE | $0 | $5,255-100.0% | $4,653-100.0% | $6,341-100.0% |
| Admin fee / account holder | $10,709 | $7,970+34.4% | $6,752+58.6% | $12,309-13.0% |