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 | $510,204 | $157,256+224.4% | $141,162+261.4% | $152,861+233.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 14.50% | 64.32%-49.8pp | 71.39%-56.9pp | 345.32%-330.8pp |
| Employer contribution / active EE | $215 | $5,261-95.9% | $4,735-95.5% | $4,762-95.5% |
| Participant deferral / active EE | $6,367 | $7,109-10.4% | $6,709-5.1% | $5,850+8.8% |
| Admin fee / account holder | $21,706 | $12,120+79.1% | $10,261+111.5% | $11,596+87.2% |