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 | $263,126 | $146,267+79.9% | $197,124+33.5% | $82,448+219.1% |
| Participation rate | 97.1% | 84.0%+13.1pp | 86.7%+10.4pp | 68.1%+29.1pp |
| Annual return | 16.84% | 29.61%-12.8pp | 44.34%-27.5pp | 41.64%-24.8pp |
| Employer contribution / active EE | $921 | $4,723-80.5% | $6,227-85.2% | $2,551-63.9% |
| Participant deferral / active EE | $16,114 | $7,035+129.1% | $9,135+76.4% | $4,139+289.3% |
| Admin fee / account holder | $19,383 | $14,422+34.4% | $16,298+18.9% | $7,234+167.9% |