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 | $253,599 | $102,317+147.9% | $146,958+72.6% | $80,856+213.6% |
| Participation rate | 77.1% | 75.8%+1.3pp | 82.2%-5.1pp | 67.6%+9.4pp |
| Annual return | 11.03% | 134.76%-123.7pp | 418.34%-407.3pp | 35.59%-24.6pp |
| Employer contribution / active EE | $846 | $3,713-77.2% | $4,933-82.8% | $2,755-69.3% |
| Participant deferral / active EE | $7,931 | $6,644+19.4% | $8,070-1.7% | $4,296+84.6% |
| Admin fee / account holder | $30,224 | $7,941+280.6% | $12,998+132.5% | $6,918+336.9% |