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 | $467,006 | $167,484+178.8% | $151,611+208.0% | $134,475+247.3% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -23.14% | 7.80%-30.9pp | 3.33%-26.5pp | 417.96%-441.1pp |
| Employer contribution / active EE | $16 | $6,829-99.8% | $6,166-99.7% | $4,740-99.7% |
| Participant deferral / active EE | $10,198 | $8,986+13.5% | $8,363+21.9% | $6,400+59.4% |
| Admin fee / account holder | $105,019 | $13,783+662.0% | $11,616+804.1% | $11,426+819.1% |