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 | $1,296,071 | $167,307+674.7% | $143,757+801.6% | $134,475+863.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -31.20% | 0.46%-31.7pp | -0.04%-31.2pp | 417.96%-449.2pp |
| Employer contribution / active EE | $570 | $5,619-89.9% | $4,951-88.5% | $4,740-88.0% |
| Participant deferral / active EE | $17,458 | $6,446+170.8% | $5,637+209.7% | $6,400+172.8% |
| Admin fee / account holder | $205,208 | $18,088+1034.5% | $14,673+1298.6% | $11,426+1696.0% |