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 | $261,602 | $64,839+303.5% | $95,585+173.7% | $84,808+208.5% |
| Participation rate | 85.2% | 63.8%+21.4pp | 72.1%+13.1pp | 68.3%+16.9pp |
| Annual return | 15.89% | -670.96%+686.9pp | 38.56%-22.7pp | 40.90%-25.0pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,184 | $2,965+41.1% | $4,023+4.0% | $4,212-0.7% |
| Admin fee / account holder | $10,679 | $5,964+79.1% | $6,127+74.3% | $7,344+45.4% |