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 4-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 | $280,751 | $111,814+151.1% | $103,374+171.6% | $145,959+92.3% |
| Participation rate | 76.5% | 77.9%-1.5pp | 74.5%+2.0pp | 80.3%-3.8pp |
| Annual return | 12.70% | 24.77%-12.1pp | 24.89%-12.2pp | 561.95%-549.3pp |
| Employer contribution / active EE | $525 | $4,214-87.5% | $3,869-86.4% | $4,661-88.7% |
| Participant deferral / active EE | $4,062 | $5,618-27.7% | $5,058-19.7% | $6,689-39.3% |
| Admin fee / account holder | $4,400 | $9,754-54.9% | $8,394-47.6% | $13,398-67.2% |