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 | $389,979 | $89,753+334.5% | $107,525+262.7% | $84,808+359.8% |
| Participation rate | 70.7% | 68.1%+2.7pp | 75.1%-4.3pp | 68.3%+2.4pp |
| Annual return | 13.05% | 29.48%-16.4pp | 181.32%-168.3pp | 40.90%-27.8pp |
| Employer contribution / active EE | $544 | $3,113-82.5% | $3,754-85.5% | $2,631-79.3% |
| Participant deferral / active EE | $5,257 | $4,056+29.6% | $5,116+2.8% | $4,212+24.8% |
| Admin fee / account holder | $21,969 | $7,222+204.2% | $8,919+146.3% | $7,344+199.1% |