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 | $481,277 | $192,717+149.7% | $142,449+237.9% | $139,434+245.2% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 8.73% | 17.99%-9.3pp | 19.99%-11.3pp | 372.94%-364.2pp |
| Employer contribution / active EE | $825 | $5,806-85.8% | $4,847-83.0% | $4,751-82.6% |
| Participant deferral / active EE | $2,475 | $7,208-65.7% | $6,283-60.6% | $6,710-63.1% |
| Admin fee / account holder | $78,241 | $15,124+417.3% | $10,011+681.6% | $11,403+586.2% |