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 | $595,888 | $183,963+223.9% | $162,163+267.5% | $152,861+289.8% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.6%+1.3pp | 82.4%+6.4pp |
| Annual return | -14.21% | 150.76%-165.0pp | 115.59%-129.8pp | 345.32%-359.5pp |
| Employer contribution / active EE | $924 | $6,371-85.5% | $5,614-83.5% | $4,762-80.6% |
| Participant deferral / active EE | $3,429 | $8,034-57.3% | $7,298-53.0% | $5,850-41.4% |
| Admin fee / account holder | $62,108 | $13,121+373.3% | $10,843+472.8% | $11,596+435.6% |