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 | $262,195 | $178,174+47.2% | $156,181+67.9% | $137,256+91.0% |
| Participation rate | 78.9% | 82.0%-3.1pp | 78.8%+0.1pp | 80.0%-1.0pp |
| Annual return | 15.10% | 84.19%-69.1pp | 64.87%-49.8pp | 220.34%-205.2pp |
| Employer contribution / active EE | $701 | $4,972-85.9% | $4,294-83.7% | $4,156-83.1% |
| Participant deferral / active EE | $6,513 | $6,888-5.4% | $6,132+6.2% | $6,407+1.7% |
| Admin fee / account holder | $967 | $17,404-94.4% | $14,586-93.4% | $12,270-92.1% |