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 | $332,244 | $69,977+374.8% | $108,579+206.0% | $62,891+428.3% |
| Participation rate | 95.3% | 72.9%+22.4pp | 79.6%+15.7pp | 69.3%+26.0pp |
| Annual return | 6.51% | 10.73%-4.2pp | -51.70%+58.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,852 | $3,165-9.9% | $4,311-33.8% | $3,203-11.0% |
| Admin fee / account holder | $14,814 | $5,076+191.8% | $7,645+93.8% | $4,296+244.9% |