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 | $253,761 | $94,529+168.4% | $140,016+81.2% | $64,186+295.4% |
| Participation rate | 75.0% | 84.1%-9.1pp | 87.5%-12.5pp | 69.6%+5.4pp |
| Annual return | -5.75% | 7.77%-13.5pp | 651.12%-656.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,906 | $5,250+69.6% | $6,927+28.6% | $3,470+156.7% |
| Admin fee / account holder | $31,807 | $6,741+371.9% | $10,705+197.1% | $4,888+550.7% |