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 | $296,636 | $227,553+30.4% | $189,557+56.5% | $167,490+77.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 16.22% | 78.40%-62.2pp | 64.17%-47.9pp | 478.56%-462.3pp |
| Employer contribution / active EE | $400 | $5,316-92.5% | $4,412-90.9% | $4,837-91.7% |
| Participant deferral / active EE | $6,540 | $7,002-6.6% | $6,174+5.9% | $6,341+3.1% |
| Admin fee / account holder | $3,067 | $11,878-74.2% | $9,807-68.7% | $12,309-75.1% |