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 | $639,354 | $297,529+114.9% | $246,525+159.3% | $357,791+78.7% |
| Participation rate | 75.0% | 86.5%-11.5pp | 82.0%-7.0pp | 85.6%-10.6pp |
| Annual return | 16.05% | -2.25%+18.3pp | 0.46%+15.6pp | 396.79%-380.7pp |
| Employer contribution / active EE | $2,653 | $8,709-69.5% | $7,467-64.5% | $7,508-64.7% |
| Participant deferral / active EE | $20,656 | $6,076+240.0% | $5,422+280.9% | $5,521+274.2% |
| Admin fee / account holder | $15,116 | $16,212-6.8% | $16,551-8.7% | $28,387-46.8% |