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 | $493,566 | $150,440+228.1% | $136,294+262.1% | $147,584+234.4% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 8.57% | 1049.08%-1040.5pp | 5155.94%-5147.4pp | 578.55%-570.0pp |
| Employer contribution / active EE | $296 | $5,256-94.4% | $4,695-93.7% | $4,876-93.9% |
| Participant deferral / active EE | $4,500 | $6,630-32.1% | $6,247-28.0% | $5,439-17.3% |
| Admin fee / account holder | $390 | $10,905-96.4% | $9,243-95.8% | $10,885-96.4% |