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 | $287,445 | $127,386+125.6% | $115,037+149.9% | $125,391+129.2% |
| Participation rate | 94.1% | 84.2%+10.0pp | 81.4%+12.8pp | 83.2%+10.9pp |
| Annual return | -1.04% | 31.28%-32.3pp | 26.14%-27.2pp | 282.22%-283.3pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,491 | $6,423-30.1% | $6,026-25.5% | $5,352-16.1% |
| Admin fee / account holder | $38,680 | $9,516+306.5% | $8,175+373.1% | $9,540+305.4% |