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 | $304,495 | $98,750+208.4% | $149,696+103.4% | $79,858+281.3% |
| Participation rate | 70.1% | 75.8%-5.6pp | 82.5%-12.3pp | 69.6%+0.5pp |
| Annual return | 12.59% | 27.43%-14.8pp | 276.60%-264.0pp | 31.71%-19.1pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,166 | $5,680+26.2% | $6,842+4.7% | $3,740+91.6% |
| Admin fee / account holder | $7,853 | $6,053+29.7% | $9,309-15.6% | $5,306+48.0% |