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 | $319,807 | $103,376+209.4% | $87,100+267.2% | $152,861+109.2% |
| Participation rate | 84.2% | 79.3%+4.9pp | 76.9%+7.3pp | 82.4%+1.8pp |
| Annual return | 14.55% | 28.10%-13.6pp | 28.19%-13.6pp | 345.32%-330.8pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,660 | $4,778+60.3% | $4,049+89.2% | $5,850+30.9% |
| Admin fee / account holder | $4,131 | $12,205-66.2% | $7,497-44.9% | $11,596-64.4% |