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 | $179,726+45.9% | $156,263+67.8% | $142,382+84.1% |
| Participation rate | 78.9% | 82.1%-3.1pp | 78.9%0pp | 80.1%-1.2pp |
| Annual return | 15.10% | 77.86%-62.8pp | 59.47%-44.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $701 | $5,069-86.2% | $4,333-83.8% | $4,299-83.7% |
| Participant deferral / active EE | $6,513 | $6,956-6.4% | $6,158+5.8% | $6,507+0.1% |
| Admin fee / account holder | $967 | $17,272-94.4% | $14,255-93.2% | $12,624-92.3% |