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 | $340,468 | $93,571+263.9% | $135,903+150.5% | $75,163+353.0% |
| Participation rate | 81.4% | 75.2%+6.2pp | 81.9%-0.6pp | 67.2%+14.2pp |
| Annual return | 17.16% | 30.90%-13.7pp | 68.23%-51.1pp | 160.62%-143.5pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $9,279 | $6,404+44.9% | $7,758+19.6% | $4,125+124.9% |
| Admin fee / account holder | $8,673 | $6,975+24.3% | $10,762-19.4% | $5,651+53.5% |