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 | $422,754 | $71,883+488.1% | $86,677+387.7% | $68,494+517.2% |
| Participation rate | 91.2% | 72.2%+18.9pp | 76.6%+14.6pp | 67.9%+23.3pp |
| Annual return | -13.22% | 3.52%-16.7pp | 35.91%-49.1pp | -7.84%-5.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,229 | $3,779-41.0% | $4,656-52.1% | $4,027-44.6% |
| Admin fee / account holder | $526 | $6,112-91.4% | $7,493-93.0% | $5,403-90.3% |