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 | $315,359 | $109,881+187.0% | $150,045+110.2% | $84,808+271.9% |
| Participation rate | 90.7% | 76.1%+14.7pp | 82.3%+8.4pp | 68.3%+22.4pp |
| Annual return | 17.00% | 28.25%-11.2pp | 62.55%-45.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $9,827 | $6,636+48.1% | $7,997+22.9% | $4,212+133.3% |
| Admin fee / account holder | $27,747 | $8,568+223.8% | $13,435+106.5% | $7,344+277.8% |