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 | $348,369 | $297,529+17.1% | $246,525+41.3% | $357,791-2.6% |
| Participation rate | 90.0% | 86.5%+3.5pp | 82.0%+8.0pp | 85.6%+4.4pp |
| Annual return | 17.30% | -2.25%+19.6pp | 0.46%+16.8pp | 396.79%-379.5pp |
| Employer contribution / active EE | $4,111 | $8,709-52.8% | $7,467-44.9% | $7,508-45.2% |
| Participant deferral / active EE | $10,356 | $6,076+70.4% | $5,422+91.0% | $5,521+87.6% |
| Admin fee / account holder | $27,446 | $16,212+69.3% | $16,551+65.8% | $28,387-3.3% |