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 | $1,001,017 | $105,860+845.6% | $90,749+1003.1% | $134,475+644.4% |
| Participation rate | 76.9% | 78.2%-1.3pp | 75.7%+1.2pp | 81.2%-4.3pp |
| Annual return | -20.90% | -11.01%-9.9pp | -12.16%-8.7pp | 417.96%-438.9pp |
| Employer contribution / active EE | $280 | $3,462-91.9% | $2,921-90.4% | $4,740-94.1% |
| Participant deferral / active EE | $1,764 | $5,216-66.2% | $4,564-61.4% | $6,400-72.4% |
| Admin fee / account holder | $67,799 | $13,938+386.4% | $8,445+702.9% | $11,426+493.4% |