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 | $259,719 | $197,591+31.4% | $177,821+46.1% | $158,922+63.4% |
| Participation rate | 76.2% | 88.5%-12.4pp | 87.7%-11.5pp | 82.0%-5.8pp |
| Annual return | 10.52% | 58.76%-48.2pp | 48.32%-37.8pp | 302.83%-292.3pp |
| Employer contribution / active EE | $436 | $6,697-93.5% | $5,918-92.6% | $4,761-90.8% |
| Participant deferral / active EE | $4,962 | $8,405-41.0% | $7,714-35.7% | $5,982-17.1% |
| Admin fee / account holder | $26,696 | $15,399+73.4% | $12,427+114.8% | $11,246+137.4% |