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 | $255,411 | $197,591+29.3% | $177,821+43.6% | $158,922+60.7% |
| Participation rate | 77.8% | 88.5%-10.8pp | 87.7%-9.9pp | 82.0%-4.2pp |
| Annual return | 28.51% | 58.76%-30.2pp | 48.32%-19.8pp | 302.83%-274.3pp |
| Employer contribution / active EE | $1,166 | $6,697-82.6% | $5,918-80.3% | $4,761-75.5% |
| Participant deferral / active EE | $4,275 | $8,405-49.1% | $7,714-44.6% | $5,982-28.5% |
| Admin fee / account holder | $416 | $15,399-97.3% | $12,427-96.7% | $11,246-96.3% |