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 | $252,356 | $85,202+196.2% | $172,739+46.1% | $72,985+245.8% |
| Participation rate | 76.5% | 70.1%+6.4pp | 82.6%-6.2pp | 69.5%+7.0pp |
| Annual return | 27.74% | 27.32%+0.4pp | 802.84%-775.1pp | 81.00%-53.3pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $14,503 | $3,260+344.8% | $5,198+179.0% | $3,607+302.0% |
| Admin fee / account holder | $24,130 | $5,884+310.1% | $13,954+72.9% | $5,124+370.9% |