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 | $339,052 | $87,013+289.7% | $106,213+219.2% | $80,856+319.3% |
| Participation rate | 96.8% | 70.4%+26.3pp | 75.3%+21.5pp | 67.6%+29.1pp |
| Annual return | 11.32% | 17.05%-5.7pp | 116.14%-104.8pp | 35.59%-24.3pp |
| Employer contribution / active EE | $276 | $2,395-88.5% | $3,171-91.3% | $2,755-90.0% |
| Participant deferral / active EE | $8,798 | $3,986+120.7% | $5,016+75.4% | $4,296+104.8% |
| Admin fee / account holder | $8,402 | $8,431-0.3% | $11,033-23.8% | $6,918+21.5% |