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 | $279,437 | $88,042+217.4% | $138,135+102.3% | $79,858+249.9% |
| Participation rate | 95.5% | 71.4%+24.0pp | 78.7%+16.8pp | 69.6%+25.8pp |
| Annual return | 12.14% | 20.58%-8.4pp | 20.51%-8.4pp | 31.71%-19.6pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $5,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,537 | $4,704-3.6% | $6,431-29.5% | $3,740+21.3% |
| Admin fee / account holder | $51,015 | $7,791+554.8% | $11,856+330.3% | $5,306+861.4% |