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 | $795,179 | $176,056+351.7% | $159,436+398.7% | $167,490+374.8% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 2.98% | 331.75%-328.8pp | 263.57%-260.6pp | 478.56%-475.6pp |
| Employer contribution / active EE | $489 | $5,297-90.8% | $4,829-89.9% | $4,837-89.9% |
| Participant deferral / active EE | $4,398 | $7,750-43.2% | $7,352-40.2% | $6,341-30.6% |
| Admin fee / account holder | $340 | $12,554-97.3% | $10,799-96.8% | $12,309-97.2% |