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 | $288,264 | $91,190+216.1% | $178,490+61.5% | $79,858+261.0% |
| Participation rate | 76.7% | 69.2%+7.5pp | 81.9%-5.2pp | 69.6%+7.1pp |
| Annual return | 10.46% | 24.19%-13.7pp | 151.07%-140.6pp | 31.71%-21.3pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,024 | $3,236+86.1% | $5,202+15.8% | $3,740+61.1% |
| Admin fee / account holder | $12,492 | $6,751+85.0% | $13,984-10.7% | $5,306+135.4% |