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 | $252,204 | $176,377+43.0% | $134,143+88.0% | $158,922+58.7% |
| Participation rate | 85.7% | 78.7%+7.0pp | 72.2%+13.5pp | 82.0%+3.8pp |
| Annual return | 13.08% | 63.63%-50.6pp | 36.33%-23.3pp | 302.83%-289.7pp |
| Employer contribution / active EE | $0 | $5,040-100.0% | $3,704-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $8,052 | $4,091+96.8% | $3,499+130.1% | $5,982+34.6% |
| Admin fee / account holder | $1,020 | $8,718-88.3% | $6,684-84.7% | $11,246-90.9% |