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 | $290,149 | $54,726+430.2% | $68,793+321.8% | $64,186+352.0% |
| Participation rate | 71.2% | 68.0%+3.2pp | 72.2%-1.0pp | 69.6%+1.6pp |
| Annual return | -6.67% | -1.62%-5.1pp | -4.63%-2.0pp | 7.63%-14.3pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,021 | $2,626+53.1% | $3,311+21.4% | $3,470+15.9% |
| Admin fee / account holder | $12,598 | $4,027+212.8% | $5,131+145.5% | $4,888+157.7% |