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 9-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 | $251,296 | $176,056+42.7% | $159,436+57.6% | $167,490+50.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 27.46% | 331.75%-304.3pp | 263.57%-236.1pp | 478.56%-451.1pp |
| Employer contribution / active EE | $539 | $5,297-89.8% | $4,829-88.8% | $4,837-88.9% |
| Participant deferral / active EE | $4,587 | $7,750-40.8% | $7,352-37.6% | $6,341-27.7% |
| Admin fee / account holder | $3,233 | $12,554-74.3% | $10,799-70.1% | $12,309-73.7% |