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 | $250,642 | $152,587+64.3% | $125,175+100.2% | $152,861+64.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 20.71% | 54.84%-34.1pp | 43.79%-23.1pp | 345.32%-324.6pp |
| Employer contribution / active EE | $175 | $4,946-96.5% | $3,865-95.5% | $4,762-96.3% |
| Participant deferral / active EE | $8,333 | $5,868+42.0% | $4,937+68.8% | $5,850+42.4% |
| Admin fee / account holder | $2,524 | $13,434-81.2% | $9,702-74.0% | $11,596-78.2% |