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 | $265,701 | $167,307+58.8% | $143,757+84.8% | $134,475+97.6% |
| Participation rate | 73.3% | 84.8%-11.5pp | 80.3%-7.0pp | 81.2%-7.9pp |
| Annual return | -13.31% | 0.46%-13.8pp | -0.04%-13.3pp | 417.96%-431.3pp |
| Employer contribution / active EE | $717 | $5,619-87.2% | $4,951-85.5% | $4,740-84.9% |
| Participant deferral / active EE | $11,910 | $6,446+84.8% | $5,637+111.3% | $6,400+86.1% |
| Admin fee / account holder | $58,017 | $18,088+220.7% | $14,673+295.4% | $11,426+407.8% |