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 | $439,845 | $176,812+148.8% | $146,665+199.9% | $167,490+162.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 19.73% | 24.03%-4.3pp | 22.74%-3.0pp | 478.56%-458.8pp |
| Employer contribution / active EE | $976 | $5,160-81.1% | $4,136-76.4% | $4,837-79.8% |
| Participant deferral / active EE | $3,734 | $6,440-42.0% | $5,506-32.2% | $6,341-41.1% |
| Admin fee / account holder | $1,860 | $13,259-86.0% | $10,280-81.9% | $12,309-84.9% |