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 | $426,260 | $167,484+154.5% | $151,611+181.2% | $134,475+217.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 2.90% | 7.80%-4.9pp | 3.33%-0.4pp | 417.96%-415.1pp |
| Employer contribution / active EE | $954 | $6,829-86.0% | $6,166-84.5% | $4,740-79.9% |
| Participant deferral / active EE | $6,106 | $8,986-32.0% | $8,363-27.0% | $6,400-4.6% |
| Admin fee / account holder | $69,749 | $13,783+406.1% | $11,616+500.5% | $11,426+510.4% |