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 | $388,411 | $154,228+151.8% | $145,433+167.1% | $137,256+183.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.79% | 74.59%-65.8pp | 66.58%-57.8pp | 220.34%-211.5pp |
| Employer contribution / active EE | $300 | $4,804-93.8% | $4,554-93.4% | $4,156-92.8% |
| Participant deferral / active EE | $7,384 | $8,216-10.1% | $7,897-6.5% | $6,407+15.3% |
| Admin fee / account holder | $10,068 | $14,344-29.8% | $13,129-23.3% | $12,270-18.0% |