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 | $307,008 | $105,181+191.9% | $159,436+92.6% | $85,850+257.6% |
| Participation rate | 74.4% | 75.8%-1.4pp | 82.8%-8.4pp | 69.3%+5.1pp |
| Annual return | 9.34% | 45.07%-35.7pp | 263.57%-254.2pp | 318.53%-309.2pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $9,823 | $5,945+65.2% | $7,352+33.6% | $3,952+148.6% |
| Admin fee / account holder | $2,717 | $6,933-60.8% | $10,799-74.8% | $6,260-56.6% |