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 | $301,325 | $110,257+173.3% | $96,544+212.1% | $139,434+116.1% |
| Participation rate | 73.9% | 78.1%-4.2pp | 76.0%-2.0pp | 80.3%-6.4pp |
| Annual return | 12.97% | 26.32%-13.3pp | 25.84%-12.9pp | 372.94%-360.0pp |
| Employer contribution / active EE | $171 | $3,620-95.3% | $2,965-94.2% | $4,751-96.4% |
| Participant deferral / active EE | $5,183 | $5,548-6.6% | $4,851+6.8% | $6,710-22.8% |
| Admin fee / account holder | $6,681 | $11,591-42.4% | $8,252-19.0% | $11,403-41.4% |