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 | $321,213 | $375,661-14.5% | $312,151+2.9% | $382,429-16.0% |
| Participation rate | 100.0% | 91.4%+8.6pp | 89.1%+10.9pp | 87.7%+12.3pp |
| Annual return | 21.10% | 0.11%+21.0pp | 1.82%+19.3pp | 248.85%-227.8pp |
| Employer contribution / active EE | $875 | $9,697-91.0% | $8,031-89.1% | $8,036-89.1% |
| Participant deferral / active EE | $10,900 | $5,737+90.0% | $5,370+103.0% | $5,727+90.3% |
| Admin fee / account holder | $2,460 | $64,308-96.2% | $51,799-95.3% | $30,732-92.0% |