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 | $318,147 | $167,484+90.0% | $151,611+109.8% | $134,475+136.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -26.86% | 7.80%-34.7pp | 3.33%-30.2pp | 417.96%-444.8pp |
| Employer contribution / active EE | $1,316 | $6,829-80.7% | $6,166-78.7% | $4,740-72.2% |
| Participant deferral / active EE | $11,507 | $8,986+28.1% | $8,363+37.6% | $6,400+79.8% |
| Admin fee / account holder | $1,921 | $13,783-86.1% | $11,616-83.5% | $11,426-83.2% |