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 | $327,151 | $146,267+123.7% | $197,124+66.0% | $82,448+296.8% |
| Participation rate | 90.9% | 84.0%+6.9pp | 86.7%+4.2pp | 68.1%+22.8pp |
| Annual return | 20.24% | 29.61%-9.4pp | 44.34%-24.1pp | 41.64%-21.4pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $20,061 | $7,035+185.2% | $9,135+119.6% | $4,139+384.7% |
| Admin fee / account holder | $8,737 | $14,422-39.4% | $16,298-46.4% | $7,234+20.8% |