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 | $257,836 | $165,335+55.9% | $149,696+72.2% | $158,922+62.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.49% | 348.15%-324.7pp | 276.60%-253.1pp | 302.83%-279.3pp |
| Employer contribution / active EE | $758 | $5,103-85.2% | $4,644-83.7% | $4,761-84.1% |
| Participant deferral / active EE | $15,390 | $7,181+114.3% | $6,842+124.9% | $5,982+157.3% |
| Admin fee / account holder | $552 | $10,807-94.9% | $9,309-94.1% | $11,246-95.1% |