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 | $278,603 | $214,378+30.0% | $200,582+38.9% | $142,382+95.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 1.06% | 46.41%-45.3pp | 42.33%-41.3pp | 217.08%-216.0pp |
| Employer contribution / active EE | $563 | $6,841-91.8% | $6,419-91.2% | $4,299-86.9% |
| Participant deferral / active EE | $16,198 | $9,865+64.2% | $9,331+73.6% | $6,507+148.9% |
| Admin fee / account holder | $2,038 | $17,692-88.5% | $16,305-87.5% | $12,624-83.9% |