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 | $308,865 | $159,602+93.5% | $150,045+105.8% | $142,382+116.9% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 11.50% | 70.24%-58.7pp | 62.55%-51.1pp | 217.08%-205.6pp |
| Employer contribution / active EE | $346 | $4,961-93.0% | $4,693-92.6% | $4,299-92.0% |
| Participant deferral / active EE | $6,833 | $8,310-17.8% | $7,997-14.6% | $6,507+5.0% |
| Admin fee / account holder | $15,938 | $14,846+7.4% | $13,435+18.6% | $12,624+26.3% |