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 | $390,282 | $198,466+96.6% | $170,442+129.0% | $147,584+164.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 4.42% | 257.29%-252.9pp | 205.93%-201.5pp | 578.55%-574.1pp |
| Employer contribution / active EE | $1,108 | $6,184-82.1% | $5,433-79.6% | $4,876-77.3% |
| Participant deferral / active EE | $12,673 | $5,629+125.1% | $4,939+156.6% | $5,439+133.0% |
| Admin fee / account holder | $6,637 | $16,852-60.6% | $13,880-52.2% | $10,885-39.0% |