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 8-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 | $1,477,274 | $167,484+782.0% | $151,611+874.4% | $134,475+998.6% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -5.63% | 7.80%-13.4pp | 3.33%-9.0pp | 417.96%-423.6pp |
| Employer contribution / active EE | $1,247 | $6,829-81.7% | $6,166-79.8% | $4,740-73.7% |
| Participant deferral / active EE | $18,625 | $8,986+107.3% | $8,363+122.7% | $6,400+191.0% |
| Admin fee / account holder | $42,100 | $13,783+205.5% | $11,616+262.4% | $11,426+268.5% |