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 | $662,916 | $167,484+295.8% | $151,611+337.2% | $134,475+393.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.99% | 7.80%-26.8pp | 3.33%-22.3pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,130 | $6,829-83.5% | $6,166-81.7% | $4,740-76.2% |
| Participant deferral / active EE | $24,355 | $8,986+171.0% | $8,363+191.2% | $6,400+280.6% |
| Admin fee / account holder | $46,714 | $13,783+238.9% | $11,616+302.2% | $11,426+308.8% |