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 | $436,668 | $111,814+290.5% | $103,374+322.4% | $145,959+199.2% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 8.05% | 24.77%-16.7pp | 24.89%-16.8pp | 561.95%-553.9pp |
| Employer contribution / active EE | $32,641 | $4,214+674.6% | $3,869+743.6% | $4,661+600.3% |
| Participant deferral / active EE | $765 | $5,618-86.4% | $5,058-84.9% | $6,689-88.6% |
| Admin fee / account holder | $5,635 | $9,754-42.2% | $8,394-32.9% | $13,398-57.9% |