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 | $352,596 | $123,793+184.8% | $177,821+98.3% | $79,858+341.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 15.36% | 22.82%-7.5pp | 48.32%-33.0pp | 31.71%-16.4pp |
| Employer contribution / active EE | $669 | $4,095-83.7% | $5,918-88.7% | $2,471-72.9% |
| Participant deferral / active EE | $10,452 | $5,956+75.5% | $7,714+35.5% | $3,740+179.5% |
| Admin fee / account holder | $3,629 | $7,243-49.9% | $12,427-70.8% | $5,306-31.6% |