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.
Employer 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 | $683,887 | $159,901+327.7% | $146,958+365.4% | $145,922+368.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.49% | 98.13%-91.6pp | 418.34%-411.8pp | 561.29%-554.8pp |
| Employer contribution / active EE | $655 | $5,286-87.6% | $4,933-86.7% | $4,660-85.9% |
| Participant deferral / active EE | $11,461 | $8,428+36.0% | $8,070+42.0% | $6,688+71.4% |
| Admin fee / account holder | $56,865 | $15,044+278.0% | $12,998+337.5% | $13,397+324.5% |