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 | $297,567 | $148,978+99.7% | $200,582+48.4% | $84,808+250.9% |
| Participation rate | 85.3% | 84.2%+1.1pp | 86.9%-1.6pp | 68.3%+17.0pp |
| Annual return | 17.42% | 28.16%-10.7pp | 42.33%-24.9pp | 40.90%-23.5pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $14,278 | $7,142+99.9% | $9,331+53.0% | $4,212+239.0% |
| Admin fee / account holder | $1,238 | $13,977-91.1% | $16,305-92.4% | $7,344-83.1% |