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 | $403,736 | $179,726+124.6% | $156,263+158.4% | $142,382+183.6% |
| Participation rate | 87.0% | 82.1%+4.9pp | 78.9%+8.0pp | 80.1%+6.8pp |
| Annual return | 16.22% | 77.86%-61.6pp | 59.47%-43.2pp | 217.08%-200.9pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $11,334 | $6,956+62.9% | $6,158+84.0% | $6,507+74.2% |
| Admin fee / account holder | $50,768 | $17,272+193.9% | $14,255+256.1% | $12,624+302.2% |