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 | $283,125 | $89,355+216.9% | $141,162+100.6% | $72,985+287.9% |
| Participation rate | 92.6% | 75.1%+17.5pp | 82.5%+10.2pp | 69.5%+23.2pp |
| Annual return | 16.35% | 111.85%-95.5pp | 71.39%-55.0pp | 81.00%-64.7pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $11,892 | $5,418+119.5% | $6,709+77.3% | $3,607+229.7% |
| Admin fee / account holder | $67,610 | $5,958+1034.7% | $10,261+558.9% | $5,124+1219.4% |