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 | $445,620 | $165,335+169.5% | $149,696+197.7% | $158,922+180.4% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 8.90% | 348.15%-339.3pp | 276.60%-267.7pp | 302.83%-293.9pp |
| Employer contribution / active EE | $830 | $5,103-83.7% | $4,644-82.1% | $4,761-82.6% |
| Participant deferral / active EE | $12,213 | $7,181+70.1% | $6,842+78.5% | $5,982+104.2% |
| Admin fee / account holder | $1,801 | $10,807-83.3% | $9,309-80.7% | $11,246-84.0% |