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 | $384,575 | $214,378+79.4% | $200,582+91.7% | $142,382+170.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 6.33% | 46.41%-40.1pp | 42.33%-36.0pp | 217.08%-210.7pp |
| Employer contribution / active EE | $1,303 | $6,841-81.0% | $6,419-79.7% | $4,299-69.7% |
| Participant deferral / active EE | $10,419 | $9,865+5.6% | $9,331+11.7% | $6,507+60.1% |
| Admin fee / account holder | $8,610 | $17,692-51.3% | $16,305-47.2% | $12,624-31.8% |