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 | $269,229 | $101,724+164.7% | $164,813+63.4% | $80,856+233.0% |
| Participation rate | 78.0% | 71.8%+6.2pp | 78.6%-0.6pp | 67.6%+10.4pp |
| Annual return | 16.20% | 16.72%-0.5pp | 69.93%-53.7pp | 35.59%-19.4pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,522 | $4,477+23.3% | $6,031-8.4% | $4,296+28.5% |
| Admin fee / account holder | $5,173 | $8,227-37.1% | $12,690-59.2% | $6,918-25.2% |