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 | $483,655 | $138,347+249.6% | $184,203+162.6% | $80,856+498.2% |
| Participation rate | 88.0% | 83.9%+4.1pp | 86.8%+1.2pp | 67.6%+20.4pp |
| Annual return | 14.60% | 20.02%-5.4pp | 28.81%-14.2pp | 35.59%-21.0pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $12,478 | $7,071+76.5% | $9,131+36.7% | $4,296+190.5% |
| Admin fee / account holder | $68,883 | $10,483+557.1% | $13,901+395.5% | $6,918+895.7% |