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 | $346,312 | $127,065+172.5% | $113,168+206.0% | $142,382+143.2% |
| Participation rate | 79.2% | 79.2%0pp | 76.6%+2.6pp | 80.1%-1.0pp |
| Annual return | 14.12% | 24.03%-9.9pp | 24.27%-10.1pp | 217.08%-203.0pp |
| Employer contribution / active EE | $157 | $3,442-95.4% | $2,975-94.7% | $4,299-96.3% |
| Participant deferral / active EE | $5,327 | $5,716-6.8% | $5,107+4.3% | $6,507-18.1% |
| Admin fee / account holder | $15,636 | $15,736-0.6% | $12,068+29.6% | $12,624+23.9% |