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 | $305,356 | $117,841+159.1% | $102,423+198.1% | $145,922+109.3% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.1pp |
| Annual return | 9.05% | 31.65%-22.6pp | 29.32%-20.3pp | 561.29%-552.2pp |
| Employer contribution / active EE | $323 | $3,615-91.1% | $3,023-89.3% | $4,660-93.1% |
| Participant deferral / active EE | $6,449 | $5,731+12.5% | $5,053+27.6% | $6,688-3.6% |
| Admin fee / account holder | $24,740 | $13,326+85.7% | $9,451+161.8% | $13,397+84.7% |