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 | $269,853 | $124,425+116.9% | $112,040+140.9% | $137,256+96.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 20.16% | 24.72%-4.6pp | 24.52%-4.4pp | 220.34%-200.2pp |
| Employer contribution / active EE | $244 | $3,411-92.9% | $2,954-91.8% | $4,156-94.1% |
| Participant deferral / active EE | $21,905 | $5,718+283.1% | $5,098+329.7% | $6,407+241.9% |
| Admin fee / account holder | $7,467 | $15,207-50.9% | $12,098-38.3% | $12,270-39.1% |