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 | $557,747 | $107,452+419.1% | $91,541+509.3% | $142,382+291.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | -1.47% | 22.06%-23.5pp | 20.50%-22.0pp | 217.08%-218.5pp |
| Employer contribution / active EE | $29,645 | $2,994+890.1% | $2,505+1083.7% | $4,299+589.6% |
| Participant deferral / active EE | $0 | $4,754-100.0% | $4,008-100.0% | $6,507-100.0% |
| Admin fee / account holder | $2,648 | $8,834-70.0% | $6,956-61.9% | $12,624-79.0% |