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 exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $957,070 | $167,307+472.0% | $143,757+565.8% | $134,475+611.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -14.76% | 0.46%-15.2pp | -0.04%-14.7pp | 417.96%-432.7pp |
| Employer contribution / active EE | -$22 | $5,619-100.4% | $4,951-100.5% | $4,740-100.5% |
| Participant deferral / active EE | $7,917 | $6,446+22.8% | $5,637+40.4% | $6,400+23.7% |
| Admin fee / account holder | $860 | $18,088-95.2% | $14,673-94.1% | $11,426-92.5% |