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 | $538,558 | $209,336+157.3% | $197,124+173.2% | $137,256+292.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 10.82% | 48.09%-37.3pp | 44.34%-33.5pp | 220.34%-209.5pp |
| Employer contribution / active EE | $1,182 | $6,591-82.1% | $6,227-81.0% | $4,156-71.6% |
| Participant deferral / active EE | $25,694 | $9,614+167.2% | $9,135+181.3% | $6,407+301.0% |
| Admin fee / account holder | $79,094 | $17,308+357.0% | $16,298+385.3% | $12,270+544.6% |