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 | $1,994,405 | $104,251+1813.1% | $91,001+2091.6% | $147,584+1251.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 3.65% | 27.06%-23.4pp | 4.60%-0.9pp | 578.55%-574.9pp |
| Employer contribution / active EE | $269 | $3,116-91.4% | $2,456-89.1% | $4,876-94.5% |
| Participant deferral / active EE | $16,000 | $4,195+281.4% | $3,547+351.0% | $5,439+194.2% |
| Admin fee / account holder | $310 | $8,948-96.5% | $5,417-94.3% | $10,885-97.1% |