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 | $255,037 | $197,591+29.1% | $177,821+43.4% | $158,922+60.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.32% | 58.76%-45.4pp | 48.32%-35.0pp | 302.83%-289.5pp |
| Employer contribution / active EE | $724 | $6,697-89.2% | $5,918-87.8% | $4,761-84.8% |
| Participant deferral / active EE | $9,247 | $8,405+10.0% | $7,714+19.9% | $5,982+54.6% |
| Admin fee / account holder | $12,857 | $15,399-16.5% | $12,427+3.5% | $11,246+14.3% |