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 | $541,534 | $127,777+323.8% | $106,548+408.3% | $167,490+223.3% |
| Participation rate | 70.0% | 78.3%-8.3pp | 76.1%-6.1pp | 82.1%-12.1pp |
| Annual return | 12.10% | 33.87%-21.8pp | 26.80%-14.7pp | 478.56%-466.5pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $5,672 | $5,087+11.5% | $4,398+29.0% | $6,341-10.6% |
| Admin fee / account holder | $1,204 | $11,228-89.3% | $7,407-83.7% | $12,309-90.2% |