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 | $307,465 | $106,749+188.0% | $145,433+111.4% | $82,448+272.9% |
| Participation rate | 86.0% | 75.6%+10.4pp | 82.1%+3.9pp | 68.1%+18.0pp |
| Annual return | 11.56% | 27.59%-16.0pp | 66.58%-55.0pp | 41.64%-30.1pp |
| Employer contribution / active EE | $7,717 | $3,444+124.0% | $4,554+69.4% | $2,551+202.5% |
| Participant deferral / active EE | $2,443 | $6,519-62.5% | $7,897-69.1% | $4,139-41.0% |
| Admin fee / account holder | $37,640 | $8,390+348.6% | $13,129+186.7% | $7,234+420.3% |