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 | $280,493 | $73,933+279.4% | $96,683+190.1% | $75,163+273.2% |
| Participation rate | 74.4% | 66.4%+8.0pp | 74.3%0pp | 67.2%+7.2pp |
| Annual return | 56.47% | 26.70%+29.8pp | 35.69%+20.8pp | 160.62%-104.1pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,534 | $3,659-3.4% | $4,878-27.5% | $4,125-14.3% |
| Admin fee / account holder | $23,242 | $5,216+345.6% | $6,730+245.4% | $5,651+311.3% |