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 | $738,512 | $183,519+302.4% | $155,509+374.9% | $145,922+406.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.31% | 61.17%-52.9pp | 64.67%-56.4pp | 561.29%-553.0pp |
| Employer contribution / active EE | $909 | $5,313-82.9% | $4,672-80.5% | $4,660-80.5% |
| Participant deferral / active EE | $6,806 | $6,462+5.3% | $5,626+21.0% | $6,688+1.8% |
| Admin fee / account holder | $4,564 | $19,313-76.4% | $15,912-71.3% | $13,397-65.9% |