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 | $304,511 | $123,793+146.0% | $177,821+71.2% | $79,858+281.3% |
| Participation rate | 82.5% | 84.7%-2.2pp | 87.7%-5.2pp | 69.6%+12.9pp |
| Annual return | 25.85% | 22.82%+3.0pp | 48.32%-22.5pp | 31.71%-5.9pp |
| Employer contribution / active EE | $10 | $4,095-99.8% | $5,918-99.8% | $2,471-99.6% |
| Participant deferral / active EE | $10,880 | $5,956+82.7% | $7,714+41.0% | $3,740+190.9% |
| Admin fee / account holder | $1,036 | $7,243-85.7% | $12,427-91.7% | $5,306-80.5% |