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 | $283,237 | $214,378+32.1% | $200,582+41.2% | $142,382+98.9% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 7.07% | 46.41%-39.3pp | 42.33%-35.3pp | 217.08%-210.0pp |
| Employer contribution / active EE | $1,317 | $6,841-80.8% | $6,419-79.5% | $4,299-69.4% |
| Participant deferral / active EE | $6,244 | $9,865-36.7% | $9,331-33.1% | $6,507-4.0% |
| Admin fee / account holder | $254,705 | $17,692+1339.7% | $16,305+1462.2% | $12,624+1917.7% |