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 | $385,296 | $157,256+145.0% | $141,162+172.9% | $152,861+152.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 10.36% | 64.32%-54.0pp | 71.39%-61.0pp | 345.32%-335.0pp |
| Employer contribution / active EE | $107 | $5,261-98.0% | $4,735-97.7% | $4,762-97.8% |
| Participant deferral / active EE | $12,692 | $7,109+78.5% | $6,709+89.2% | $5,850+116.9% |
| Admin fee / account holder | $139,707 | $12,120+1052.7% | $10,261+1261.5% | $11,596+1104.7% |