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 | $277,935 | $202,432+37.3% | $169,368+64.1% | $139,434+99.3% |
| Participation rate | 70.6% | 81.1%-10.5pp | 77.1%-6.6pp | 80.3%-9.7pp |
| Annual return | 15.35% | 531.74%-516.4pp | 405.60%-390.3pp | 372.94%-357.6pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $7,360 | $6,938+6.1% | $6,221+18.3% | $6,710+9.7% |
| Admin fee / account holder | $2,607 | $10,708-75.7% | $9,003-71.0% | $11,403-77.1% |