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 | $447,116 | $214,378+108.6% | $200,582+122.9% | $142,382+214.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 9.45% | 46.41%-37.0pp | 42.33%-32.9pp | 217.08%-207.6pp |
| Employer contribution / active EE | $923 | $6,841-86.5% | $6,419-85.6% | $4,299-78.5% |
| Participant deferral / active EE | $8,500 | $9,865-13.8% | $9,331-8.9% | $6,507+30.6% |
| Admin fee / account holder | $18,992 | $17,692+7.3% | $16,305+16.5% | $12,624+50.4% |