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 | $427,741 | $142,344+200.5% | $119,609+257.6% | $134,475+218.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 9.64% | -12.44%+22.1pp | -14.97%+24.6pp | 417.96%-408.3pp |
| Employer contribution / active EE | $507 | $5,222-90.3% | $4,232-88.0% | $4,740-89.3% |
| Participant deferral / active EE | $26,500 | $6,469+309.6% | $5,602+373.0% | $6,400+314.1% |
| Admin fee / account holder | $2,541 | $13,584-81.3% | $10,323-75.4% | $11,426-77.8% |