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 | $263,324 | $197,591+33.3% | $177,821+48.1% | $158,922+65.7% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | -0.60% | 58.76%-59.4pp | 48.32%-48.9pp | 302.83%-303.4pp |
| Employer contribution / active EE | $395 | $6,697-94.1% | $5,918-93.3% | $4,761-91.7% |
| Participant deferral / active EE | $8,550 | $8,405+1.7% | $7,714+10.8% | $5,982+42.9% |
| Admin fee / account holder | $1,774 | $15,399-88.5% | $12,427-85.7% | $11,246-84.2% |