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 | $266,859 | $110,257+142.0% | $96,544+176.4% | $139,434+91.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 16.86% | 26.32%-9.5pp | 25.84%-9.0pp | 372.94%-356.1pp |
| Employer contribution / active EE | $648 | $3,620-82.1% | $2,965-78.1% | $4,751-86.4% |
| Participant deferral / active EE | $8,269 | $5,548+49.1% | $4,851+70.5% | $6,710+23.2% |
| Admin fee / account holder | $10,676 | $11,591-7.9% | $8,252+29.4% | $11,403-6.4% |