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 9-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 | $462,568 | $110,257+319.5% | $96,544+379.1% | $139,434+231.7% |
| Participation rate | 81.3% | 78.1%+3.2pp | 76.0%+5.3pp | 80.3%+0.9pp |
| Annual return | 17.23% | 26.32%-9.1pp | 25.84%-8.6pp | 372.94%-355.7pp |
| Employer contribution / active EE | $753 | $3,620-79.2% | $2,965-74.6% | $4,751-84.1% |
| Participant deferral / active EE | $6,001 | $5,548+8.2% | $4,851+23.7% | $6,710-10.6% |
| Admin fee / account holder | $1,556 | $11,591-86.6% | $8,252-81.1% | $11,403-86.4% |