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 | $266,820 | $101,883+161.9% | $453,369-41.1% | $85,850+210.8% |
| Participation rate | 96.4% | 72.3%+24.1pp | 78.0%+18.4pp | 69.3%+27.1pp |
| Annual return | 14.14% | 25.38%-11.2pp | 64.40%-50.3pp | 318.53%-304.4pp |
| Employer contribution / active EE | $0 | $2,847-100.0% | $4,070-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $14,995 | $4,782+213.6% | $6,209+141.5% | $3,952+279.4% |
| Admin fee / account holder | $6,875 | $5,706+20.5% | $11,209-38.7% | $6,260+9.8% |