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 | $446,571 | $214,378+108.3% | $200,582+122.6% | $142,382+213.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 1.56% | 46.41%-44.8pp | 42.33%-40.8pp | 217.08%-215.5pp |
| Employer contribution / active EE | $884 | $6,841-87.1% | $6,419-86.2% | $4,299-79.4% |
| Participant deferral / active EE | $8,300 | $9,865-15.9% | $9,331-11.1% | $6,507+27.6% |
| Admin fee / account holder | $43,833 | $17,692+147.8% | $16,305+168.8% | $12,624+247.2% |