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 | $342,560 | $117,841+190.7% | $102,423+234.5% | $145,922+134.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 5.96% | 31.65%-25.7pp | 29.32%-23.4pp | 561.29%-555.3pp |
| Employer contribution / active EE | $652 | $3,615-82.0% | $3,023-78.4% | $4,660-86.0% |
| Participant deferral / active EE | $15,250 | $5,731+166.1% | $5,053+201.8% | $6,688+128.0% |
| Admin fee / account holder | $79,017 | $13,326+492.9% | $9,451+736.1% | $13,397+489.8% |