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 | $260,582 | $63,355+311.3% | $91,989+183.3% | $72,985+257.0% |
| Participation rate | 83.8% | 72.5%+11.3pp | 78.6%+5.2pp | 69.5%+14.3pp |
| Annual return | 21.29% | 35.35%-14.1pp | 69.02%-47.7pp | 81.00%-59.7pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $15,367 | $4,883+214.7% | $5,923+159.4% | $3,607+326.0% |
| Admin fee / account holder | $27,177 | $4,668+482.2% | $7,743+251.0% | $5,124+430.4% |