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 | $258,496 | $110,257+134.4% | $96,544+167.8% | $139,434+85.4% |
| Participation rate | 86.4% | 78.1%+8.3pp | 76.0%+10.4pp | 80.3%+6.0pp |
| Annual return | 21.23% | 26.32%-5.1pp | 25.84%-4.6pp | 372.94%-351.7pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $10,762 | $5,548+94.0% | $4,851+121.9% | $6,710+60.4% |
| Admin fee / account holder | $25,176 | $11,591+117.2% | $8,252+205.1% | $11,403+120.8% |