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 | $272,861 | $81,460+235.0% | $103,333+164.1% | $80,856+237.5% |
| Participation rate | 78.3% | 66.8%+11.5pp | 74.5%+3.8pp | 67.6%+10.7pp |
| Annual return | 14.31% | 25.55%-11.2pp | 24.88%-10.6pp | 35.59%-21.3pp |
| Employer contribution / active EE | $771 | $3,105-75.2% | $3,868-80.1% | $2,755-72.0% |
| Participant deferral / active EE | $9,639 | $3,869+149.2% | $5,057+90.6% | $4,296+124.4% |
| Admin fee / account holder | $22,281 | $6,566+239.3% | $8,355+166.7% | $6,918+222.1% |