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 7-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 | $265,710 | $67,411+294.2% | $91,001+192.0% | $70,131+278.9% |
| Participation rate | 73.1% | 71.4%+1.8pp | 75.6%-2.5pp | 69.5%+3.6pp |
| Annual return | 23.76% | -40.16%+63.9pp | 4.60%+19.2pp | 73.14%-49.4pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $7,896 | $2,823+179.7% | $3,547+122.6% | $3,332+137.0% |
| Admin fee / account holder | $901 | $4,236-78.7% | $5,417-83.4% | $4,645-80.6% |