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 | $378,782 | $152,587+148.2% | $125,175+202.6% | $152,861+147.8% |
| Participation rate | 86.4% | 83.3%+3.0pp | 79.8%+6.6pp | 82.4%+3.9pp |
| Annual return | 19.72% | 54.84%-35.1pp | 43.79%-24.1pp | 345.32%-325.6pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,094 | $5,868+55.0% | $4,937+84.2% | $5,850+55.4% |
| Admin fee / account holder | $5,099 | $13,434-62.0% | $9,702-47.4% | $11,596-56.0% |