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 | $398,948 | $369,484+8.0% | $303,047+31.6% | $357,791+11.5% |
| Participation rate | 100.0% | 90.0%+10.0pp | 87.1%+12.9pp | 85.6%+14.4pp |
| Annual return | 11.52% | 0.42%+11.1pp | 2.47%+9.0pp | 396.79%-385.3pp |
| Employer contribution / active EE | $5,168 | $9,025-42.7% | $7,418-30.3% | $7,508-31.2% |
| Participant deferral / active EE | $8,006 | $5,439+47.2% | $5,070+57.9% | $5,521+45.0% |
| Admin fee / account holder | $18,864 | $49,137-61.6% | $39,333-52.0% | $28,387-33.5% |