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 | $253,639 | $69,515+264.9% | $86,874+192.0% | $85,850+195.4% |
| Participation rate | 71.0% | 66.3%+4.6pp | 71.6%-0.7pp | 69.3%+1.7pp |
| Annual return | 16.36% | 20.12%-3.8pp | 63.52%-47.2pp | 318.53%-302.2pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,495-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,617 | $2,919+126.7% | $3,699+78.9% | $3,952+67.4% |
| Admin fee / account holder | $20,053 | $5,972+235.8% | $5,828+244.1% | $6,260+220.3% |