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 | $428,814 | $183,519+133.7% | $155,509+175.7% | $145,922+193.9% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 12.52% | 61.17%-48.6pp | 64.67%-52.2pp | 561.29%-548.8pp |
| Employer contribution / active EE | $928 | $5,313-82.5% | $4,672-80.1% | $4,660-80.1% |
| Participant deferral / active EE | $5,071 | $6,462-21.5% | $5,626-9.9% | $6,688-24.2% |
| Admin fee / account holder | $1,776 | $19,313-90.8% | $15,912-88.8% | $13,397-86.7% |