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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $636,695 | $471,255+35.1% | $493,514+29.0% | $357,791+78.0% |
| Participation rate | 100.0% | 87.7%+12.3pp | 86.6%+13.4pp | 85.6%+14.4pp |
| Annual return | 4.12% | -8.27%+12.4pp | -7.53%+11.7pp | 396.79%-392.7pp |
| Employer contribution / active EE | $14,400 | $7,367+95.5% | $6,745+113.5% | $7,508+91.8% |
| Participant deferral / active EE | $0 | $3,572-100.0% | $3,576-100.0% | $5,521-100.0% |
| Admin fee / account holder | $80,000 | $29,116+174.8% | $31,190+156.5% | $28,387+181.8% |