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 | $287,543 | $148,978+93.0% | $200,582+43.4% | $84,808+239.1% |
| Participation rate | 83.3% | 84.2%-0.9pp | 86.9%-3.6pp | 68.3%+15.0pp |
| Annual return | 13.90% | 28.16%-14.3pp | 42.33%-28.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,389 | $4,815-71.2% | $6,419-78.4% | $2,631-47.2% |
| Participant deferral / active EE | $14,389 | $7,142+101.5% | $9,331+54.2% | $4,212+241.7% |
| Admin fee / account holder | $21,911 | $13,977+56.8% | $16,305+34.4% | $7,344+198.4% |