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 | $2,566,789 | $159,901+1505.2% | $146,958+1646.6% | $145,922+1659.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.77% | 98.13%-94.4pp | 418.34%-414.6pp | 561.29%-557.5pp |
| Employer contribution / active EE | $916 | $5,286-82.7% | $4,933-81.4% | $4,660-80.4% |
| Participant deferral / active EE | $8,732 | $8,428+3.6% | $8,070+8.2% | $6,688+30.6% |
| Admin fee / account holder | $55,277 | $15,044+267.4% | $12,998+325.3% | $13,397+312.6% |