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 | $272,578 | $148,534+83.5% | $135,903+100.6% | $139,434+95.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.44% | 79.19%-68.8pp | 68.23%-57.8pp | 372.94%-362.5pp |
| Employer contribution / active EE | $652 | $5,243-87.6% | $4,856-86.6% | $4,751-86.3% |
| Participant deferral / active EE | $3,044 | $8,100-62.4% | $7,758-60.8% | $6,710-54.6% |
| Admin fee / account holder | $84,560 | $12,400+581.9% | $10,762+685.7% | $11,403+641.6% |