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 | $697,779 | $159,602+337.2% | $150,045+365.0% | $142,382+390.1% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 20.14% | 70.24%-50.1pp | 62.55%-42.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $465 | $4,961-90.6% | $4,693-90.1% | $4,299-89.2% |
| Participant deferral / active EE | $5,234 | $8,310-37.0% | $7,997-34.6% | $6,507-19.6% |
| Admin fee / account holder | $17,366 | $14,846+17.0% | $13,435+29.3% | $12,624+37.6% |