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 | $597,405 | $116,875+411.1% | $209,012+185.8% | $116,875+411.1% |
| Participation rate | 89.3% | 74.5%+14.8pp | 77.5%+11.8pp | 74.5%+14.8pp |
| Annual return | 19.81% | 16.29%+3.5pp | 0.31%+19.5pp | 16.29%+3.5pp |
| Employer contribution / active EE | $205 | $3,288-93.8% | $5,342-96.2% | $3,288-93.8% |
| Participant deferral / active EE | $8,042 | $3,885+107.0% | $4,752+69.2% | $3,885+107.0% |
| Admin fee / account holder | $17,864 | $12,263+45.7% | $31,136-42.6% | $12,263+45.7% |