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 3-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 | $703,413 | $154,228+356.1% | $145,433+383.7% | $137,256+412.5% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 1.17% | 74.59%-73.4pp | 66.58%-65.4pp | 220.34%-219.2pp |
| Employer contribution / active EE | $705 | $4,804-85.3% | $4,554-84.5% | $4,156-83.0% |
| Participant deferral / active EE | $10,825 | $8,216+31.7% | $7,897+37.1% | $6,407+69.0% |
| Admin fee / account holder | $1,462 | $14,344-89.8% | $13,129-88.9% | $12,270-88.1% |