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 | $275,370 | $157,256+75.1% | $141,162+95.1% | $152,861+80.1% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 22.96% | 64.32%-41.4pp | 71.39%-48.4pp | 345.32%-322.4pp |
| Employer contribution / active EE | $483 | $5,261-90.8% | $4,735-89.8% | $4,762-89.9% |
| Participant deferral / active EE | $5,356 | $7,109-24.7% | $6,709-20.2% | $5,850-8.5% |
| Admin fee / account holder | $2,461 | $12,120-79.7% | $10,261-76.0% | $11,596-78.8% |