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 | $825,727 | $214,378+285.2% | $200,582+311.7% | $142,382+479.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | -2.21% | 46.41%-48.6pp | 42.33%-44.5pp | 217.08%-219.3pp |
| Employer contribution / active EE | $1,156 | $6,841-83.1% | $6,419-82.0% | $4,299-73.1% |
| Participant deferral / active EE | $10,739 | $9,865+8.9% | $9,331+15.1% | $6,507+65.0% |
| Admin fee / account holder | $21,746 | $17,692+22.9% | $16,305+33.4% | $12,624+72.3% |