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 | $269,614 | $109,359+146.5% | $162,163+66.3% | $72,985+269.4% |
| Participation rate | 92.5% | 84.3%+8.3pp | 87.6%+5.0pp | 69.5%+23.1pp |
| Annual return | 21.89% | 25.46%-3.6pp | 115.59%-93.7pp | 81.00%-59.1pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $12,092 | $5,481+120.6% | $7,298+65.7% | $3,607+235.2% |
| Admin fee / account holder | $25,500 | $7,972+219.9% | $10,843+135.2% | $5,124+397.6% |