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 | $260,707 | $71,883+262.7% | $86,677+200.8% | $68,494+280.6% |
| Participation rate | 84.0% | 72.2%+11.8pp | 76.6%+7.4pp | 67.9%+16.1pp |
| Annual return | -12.78% | 3.52%-16.3pp | 35.91%-48.7pp | -7.84%-4.9pp |
| Employer contribution / active EE | $345 | $2,173-84.1% | $2,836-87.9% | $2,596-86.7% |
| Participant deferral / active EE | $6,908 | $3,779+82.8% | $4,656+48.4% | $4,027+71.5% |
| Admin fee / account holder | $39,244 | $6,112+542.1% | $7,493+423.7% | $5,403+626.4% |