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 | $269,161 | $124,319+116.5% | $111,297+141.8% | $167,490+60.7% |
| Participation rate | 85.7% | 79.6%+6.1pp | 77.3%+8.4pp | 82.1%+3.6pp |
| Annual return | 14.43% | 37.44%-23.0pp | 54.65%-40.2pp | 478.56%-464.1pp |
| Employer contribution / active EE | $524 | $3,435-84.7% | $2,731-80.8% | $4,837-89.2% |
| Participant deferral / active EE | $1,879 | $5,180-63.7% | $4,487-58.1% | $6,341-70.4% |
| Admin fee / account holder | $3,507 | $10,618-67.0% | $7,964-56.0% | $12,309-71.5% |