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 | $294,909 | $89,753+228.6% | $107,525+174.3% | $84,808+247.7% |
| Participation rate | 91.4% | 68.1%+23.3pp | 75.1%+16.3pp | 68.3%+23.1pp |
| Annual return | 17.82% | 29.48%-11.7pp | 181.32%-163.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $476 | $3,113-84.7% | $3,754-87.3% | $2,631-81.9% |
| Participant deferral / active EE | $9,526 | $4,056+134.8% | $5,116+86.2% | $4,212+126.2% |
| Admin fee / account holder | $2,398 | $7,222-66.8% | $8,919-73.1% | $7,344-67.3% |