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 | $262,298 | $87,540+199.6% | $75,781+246.1% | $125,391+109.2% |
| Participation rate | 77.8% | 80.2%-2.4pp | 75.8%+2.0pp | 83.2%-5.4pp |
| Annual return | -1.69% | 13.48%-15.2pp | 9.68%-11.4pp | 282.22%-283.9pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,388 | $4,229+51.1% | $3,651+75.0% | $5,352+19.4% |
| Admin fee / account holder | $8,762 | $6,502+34.8% | $5,299+65.3% | $9,540-8.2% |