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 | $259,833 | $215,361+20.6% | $171,082+51.9% | $273,961-5.2% |
| Participation rate | 84.6% | 82.0%+2.6pp | 76.7%+7.9pp | 83.0%+1.6pp |
| Annual return | 4.22% | 25.14%-20.9pp | 32.56%-28.3pp | 41.45%-37.2pp |
| Employer contribution / active EE | $81 | $4,967-98.4% | $4,002-98.0% | $4,869-98.3% |
| Participant deferral / active EE | $4,834 | $5,543-12.8% | $4,797+0.8% | $5,287-8.6% |
| Admin fee / account holder | $67,453 | $10,846+521.9% | $8,520+691.7% | $10,132+565.7% |