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 | $490,080 | $133,922+265.9% | $116,228+321.7% | $142,382+244.2% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.6%+14.3pp | 80.1%+8.8pp |
| Annual return | 1.55% | 147.76%-146.2pp | 90.06%-88.5pp | 217.08%-215.5pp |
| Employer contribution / active EE | $413 | $3,446-88.0% | $2,994-86.2% | $4,299-90.4% |
| Participant deferral / active EE | $1,895 | $5,672-66.6% | $4,953-61.8% | $6,507-70.9% |
| Admin fee / account holder | $1,816 | $14,945-87.9% | $11,989-84.9% | $12,624-85.6% |