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 | $436,834 | $150,440+190.4% | $136,294+220.5% | $147,584+196.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.27% | 1049.08%-1039.8pp | 5155.94%-5146.7pp | 578.55%-569.3pp |
| Employer contribution / active EE | $143 | $5,256-97.3% | $4,695-97.0% | $4,876-97.1% |
| Participant deferral / active EE | $5,310 | $6,630-19.9% | $6,247-15.0% | $5,439-2.4% |
| Admin fee / account holder | $7,429 | $10,905-31.9% | $9,243-19.6% | $10,885-31.8% |