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 | $474,070 | $176,812+168.1% | $146,665+223.2% | $167,490+183.0% |
| Participation rate | 83.3% | 83.6%-0.3pp | 80.1%+3.3pp | 82.1%+1.2pp |
| Annual return | 5.35% | 24.03%-18.7pp | 22.74%-17.4pp | 478.56%-473.2pp |
| Employer contribution / active EE | $460 | $5,160-91.1% | $4,136-88.9% | $4,837-90.5% |
| Participant deferral / active EE | $14,317 | $6,440+122.3% | $5,506+160.0% | $6,341+125.8% |
| Admin fee / account holder | $2,848 | $13,259-78.5% | $10,280-72.3% | $12,309-76.9% |