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 | $534,016 | $135,635+293.7% | $110,238+384.4% | $135,375+294.5% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | -6.55% | 513.19%-519.7pp | 314.74%-321.3pp | 519.73%-526.3pp |
| Employer contribution / active EE | $0 | $4,906-100.0% | $3,826-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,983 | $5,506+81.3% | $4,672+113.7% | $5,609+78.0% |
| Admin fee / account holder | $4,081 | $11,457-64.4% | $8,547-52.3% | $10,827-62.3% |