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 | $258,011 | $100,970+155.5% | $96,576+167.2% | $137,256+88.0% |
| Participation rate | 94.7% | 82.6%+12.1pp | 81.4%+13.3pp | 80.0%+14.8pp |
| Annual return | 13.80% | 38.16%-24.4pp | 38.47%-24.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $17,302 | $8,286+108.8% | $7,956+117.5% | $6,407+170.1% |
| Admin fee / account holder | $36,305 | $11,312+220.9% | $11,381+219.0% | $12,270+195.9% |