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 | $386,977 | $148,978+159.8% | $200,582+92.9% | $84,808+356.3% |
| Participation rate | 96.2% | 84.2%+11.9pp | 86.9%+9.3pp | 68.3%+27.8pp |
| Annual return | 17.08% | 28.16%-11.1pp | 42.33%-25.3pp | 40.90%-23.8pp |
| Employer contribution / active EE | $700 | $4,815-85.5% | $6,419-89.1% | $2,631-73.4% |
| Participant deferral / active EE | $24,668 | $7,142+245.4% | $9,331+164.4% | $4,212+485.7% |
| Admin fee / account holder | $7,391 | $13,977-47.1% | $16,305-54.7% | $7,344+0.6% |