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 7-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 | $445,380 | $142,344+212.9% | $119,609+272.4% | $134,475+231.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -9.26% | -12.44%+3.2pp | -14.97%+5.7pp | 417.96%-427.2pp |
| Employer contribution / active EE | $660 | $5,222-87.4% | $4,232-84.4% | $4,740-86.1% |
| Participant deferral / active EE | $17,333 | $6,469+167.9% | $5,602+209.4% | $6,400+170.8% |
| Admin fee / account holder | $5,973 | $13,584-56.0% | $10,323-42.1% | $11,426-47.7% |