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 | $383,564 | $148,534+158.2% | $135,903+182.2% | $139,434+175.1% |
| Participation rate | 81.0% | 83.9%-2.9pp | 81.9%-1.0pp | 80.3%+0.6pp |
| Annual return | 16.19% | 79.19%-63.0pp | 68.23%-52.0pp | 372.94%-356.7pp |
| Employer contribution / active EE | $778 | $5,243-85.2% | $4,856-84.0% | $4,751-83.6% |
| Participant deferral / active EE | $7,261 | $8,100-10.4% | $7,758-6.4% | $6,710+8.2% |
| Admin fee / account holder | $6,143 | $12,400-50.5% | $10,762-42.9% | $11,403-46.1% |