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 | $314,057 | $57,065+450.4% | $75,670+315.0% | $70,131+347.8% |
| Participation rate | 70.8% | 68.1%+2.7pp | 72.3%-1.5pp | 69.5%+1.3pp |
| Annual return | 14.96% | 23.57%-8.6pp | 27.34%-12.4pp | 73.14%-58.2pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,986 | $2,580+54.5% | $3,142+26.8% | $3,332+19.6% |
| Admin fee / account holder | $15,165 | $3,825+296.5% | $5,800+161.5% | $4,645+226.4% |