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 | $336,034 | $123,793+171.4% | $177,821+89.0% | $79,858+320.8% |
| Participation rate | 87.5% | 84.7%+2.8pp | 87.7%-0.2pp | 69.6%+17.9pp |
| Annual return | 18.06% | 22.82%-4.8pp | 48.32%-30.3pp | 31.71%-13.7pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $12,962 | $5,956+117.6% | $7,714+68.0% | $3,740+246.6% |
| Admin fee / account holder | $23,143 | $7,243+219.5% | $12,427+86.2% | $5,306+336.1% |