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 | $835,351 | $89,355+834.9% | $141,162+491.8% | $72,985+1044.6% |
| Participation rate | 91.9% | 75.1%+16.8pp | 82.5%+9.4pp | 69.5%+22.4pp |
| Annual return | 9.42% | 111.85%-102.4pp | 71.39%-62.0pp | 81.00%-71.6pp |
| Employer contribution / active EE | $199 | $3,114-93.6% | $4,735-95.8% | $2,440-91.8% |
| Participant deferral / active EE | $0 | $5,418-100.0% | $6,709-100.0% | $3,607-100.0% |
| Admin fee / account holder | $46,642 | $5,958+682.8% | $10,261+354.5% | $5,124+810.2% |