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 | $826,178 | $176,056+369.3% | $159,436+418.2% | $167,490+393.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 4.06% | 331.75%-327.7pp | 263.57%-259.5pp | 478.56%-474.5pp |
| Employer contribution / active EE | $571 | $5,297-89.2% | $4,829-88.2% | $4,837-88.2% |
| Participant deferral / active EE | $15,600 | $7,750+101.3% | $7,352+112.2% | $6,341+146.0% |
| Admin fee / account holder | $426 | $12,554-96.6% | $10,799-96.1% | $12,309-96.5% |