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 | $395,759 | $159,602+148.0% | $150,045+163.8% | $142,382+178.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 9.49% | 70.24%-60.7pp | 62.55%-53.1pp | 217.08%-207.6pp |
| Employer contribution / active EE | $260 | $4,961-94.8% | $4,693-94.5% | $4,299-94.0% |
| Participant deferral / active EE | $10,200 | $8,310+22.7% | $7,997+27.5% | $6,507+56.7% |
| Admin fee / account holder | $18,000 | $14,846+21.2% | $13,435+34.0% | $12,624+42.6% |