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 | $528,135 | $297,529+77.5% | $246,525+114.2% | $357,791+47.6% |
| Participation rate | 100.0% | 86.5%+13.5pp | 82.0%+18.0pp | 85.6%+14.4pp |
| Annual return | 12.50% | -2.25%+14.7pp | 0.46%+12.0pp | 396.79%-384.3pp |
| Employer contribution / active EE | $3,699 | $8,709-57.5% | $7,467-50.5% | $7,508-50.7% |
| Participant deferral / active EE | $14,816 | $6,076+143.9% | $5,422+173.2% | $5,521+168.4% |
| Admin fee / account holder | $17,189 | $16,212+6.0% | $16,551+3.9% | $28,387-39.5% |