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 | $301,648 | $99,985+201.7% | $146,665+105.7% | $85,850+251.4% |
| Participation rate | 85.4% | 73.1%+12.3pp | 80.1%+5.3pp | 69.3%+16.1pp |
| Annual return | 30.95% | 18.93%+12.0pp | 22.74%+8.2pp | 318.53%-287.6pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,267 | $4,006+6.5% | $5,506-22.5% | $3,952+8.0% |
| Admin fee / account holder | $10,413 | $7,702+35.2% | $10,280+1.3% | $6,260+66.3% |