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 | $326,664 | $81,208+302.3% | $98,907+230.3% | $79,858+309.1% |
| Participation rate | 77.1% | 72.5%+4.6pp | 76.0%+1.1pp | 69.6%+7.5pp |
| Annual return | 21.89% | 60.99%-39.1pp | 196.43%-174.5pp | 31.71%-9.8pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,972 | $3,265+174.8% | $4,244+111.4% | $3,740+139.9% |
| Admin fee / account holder | $15,005 | $6,013+149.5% | $6,642+125.9% | $5,306+182.8% |