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 | $255,069 | $123,793+106.0% | $177,821+43.4% | $79,858+219.4% |
| Participation rate | 89.2% | 84.7%+4.5pp | 87.7%+1.5pp | 69.6%+19.6pp |
| Annual return | 21.55% | 22.82%-1.3pp | 48.32%-26.8pp | 31.71%-10.2pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $14,548 | $5,956+144.2% | $7,714+88.6% | $3,740+289.0% |
| Admin fee / account holder | $10,574 | $7,243+46.0% | $12,427-14.9% | $5,306+99.3% |