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 | $690,049 | $157,256+338.8% | $141,162+388.8% | $152,861+351.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | -2.18% | 64.32%-66.5pp | 71.39%-73.6pp | 345.32%-347.5pp |
| Employer contribution / active EE | $701 | $5,261-86.7% | $4,735-85.2% | $4,762-85.3% |
| Participant deferral / active EE | $9,800 | $7,109+37.8% | $6,709+46.1% | $5,850+67.5% |
| Admin fee / account holder | $393 | $12,120-96.8% | $10,261-96.2% | $11,596-96.6% |