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 | $254,049 | $88,672+186.5% | $105,223+141.4% | $82,448+208.1% |
| Participation rate | 83.7% | 67.9%+15.8pp | 75.0%+8.7pp | 68.1%+15.6pp |
| Annual return | 17.52% | 30.86%-13.3pp | 180.65%-163.1pp | 41.64%-24.1pp |
| Employer contribution / active EE | $368 | $3,048-87.9% | $3,689-90.0% | $2,551-85.6% |
| Participant deferral / active EE | $11,883 | $4,036+194.4% | $5,072+134.3% | $4,139+187.1% |
| Admin fee / account holder | $25,224 | $7,146+253.0% | $8,859+184.7% | $7,234+248.7% |