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 5-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 | $694,858 | $297,529+133.5% | $246,525+181.9% | $357,791+94.2% |
| Participation rate | 75.0% | 86.5%-11.5pp | 82.0%-7.0pp | 85.6%-10.6pp |
| Annual return | 12.73% | -2.25%+15.0pp | 0.46%+12.3pp | 396.79%-384.1pp |
| Employer contribution / active EE | $2,790 | $8,709-68.0% | $7,467-62.6% | $7,508-62.8% |
| Participant deferral / active EE | $7,750 | $6,076+27.6% | $5,422+42.9% | $5,521+40.4% |
| Admin fee / account holder | $14,954 | $16,212-7.8% | $16,551-9.6% | $28,387-47.3% |