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 | $253,478 | $209,411+21.0% | $178,490+42.0% | $158,922+59.5% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 12.58% | 188.75%-176.2pp | 151.07%-138.5pp | 302.83%-290.2pp |
| Employer contribution / active EE | $673 | $5,706-88.2% | $5,011-86.6% | $4,761-85.9% |
| Participant deferral / active EE | $3,364 | $5,954-43.5% | $5,202-35.3% | $5,982-43.8% |
| Admin fee / account holder | $5,000 | $17,074-70.7% | $13,984-64.2% | $11,246-55.5% |