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 9-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 | $898,423 | $157,256+471.3% | $141,162+536.5% | $152,861+487.7% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 2.79% | 64.32%-61.5pp | 71.39%-68.6pp | 345.32%-342.5pp |
| Employer contribution / active EE | $314 | $5,261-94.0% | $4,735-93.4% | $4,762-93.4% |
| Participant deferral / active EE | $13,779 | $7,109+93.8% | $6,709+105.4% | $5,850+135.5% |
| Admin fee / account holder | $37,256 | $12,120+207.4% | $10,261+263.1% | $11,596+221.3% |