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 | $524,772 | $183,963+185.3% | $162,163+223.6% | $152,861+243.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 9.66% | 150.76%-141.1pp | 115.59%-105.9pp | 345.32%-335.7pp |
| Employer contribution / active EE | $308 | $6,371-95.2% | $5,614-94.5% | $4,762-93.5% |
| Participant deferral / active EE | $18,667 | $8,034+132.4% | $7,298+155.8% | $5,850+219.1% |
| Admin fee / account holder | $42,436 | $13,121+223.4% | $10,843+291.4% | $11,596+265.9% |