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 | $320,231 | $138,347+131.5% | $184,203+73.8% | $80,856+296.0% |
| Participation rate | 92.9% | 83.9%+9.0pp | 86.8%+6.0pp | 67.6%+25.2pp |
| Annual return | 15.92% | 20.02%-4.1pp | 28.81%-12.9pp | 35.59%-19.7pp |
| Employer contribution / active EE | $351 | $4,850-92.8% | $6,427-94.5% | $2,755-87.3% |
| Participant deferral / active EE | $20,603 | $7,071+191.4% | $9,131+125.6% | $4,296+379.6% |
| Admin fee / account holder | $6,513 | $10,483-37.9% | $13,901-53.1% | $6,918-5.8% |