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 | $288,797+20.6% | $239,577+45.4% | $382,429-8.9% |
| Participation rate | 90.0% | 85.8%+4.2pp | 82.1%+7.9pp | 87.7%+2.3pp |
| Annual return | 17.30% | -3.30%+20.6pp | -0.70%+18.0pp | 248.85%-231.5pp |
| Employer contribution / active EE | $4,111 | $8,558-52.0% | $7,232-43.2% | $8,036-48.8% |
| Participant deferral / active EE | $10,356 | $6,420+61.3% | $5,676+82.4% | $5,727+80.8% |
| Admin fee / account holder | $27,446 | $18,649+47.2% | $19,315+42.1% | $30,732-10.7% |