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 | $487,365 | $148,534+228.1% | $135,903+258.6% | $139,434+249.5% |
| Participation rate | 76.9% | 83.9%-6.9pp | 81.9%-5.0pp | 80.3%-3.4pp |
| Annual return | 32.28% | 79.19%-46.9pp | 68.23%-35.9pp | 372.94%-340.7pp |
| Employer contribution / active EE | $561 | $5,243-89.3% | $4,856-88.4% | $4,751-88.2% |
| Participant deferral / active EE | $2,805 | $8,100-65.4% | $7,758-63.8% | $6,710-58.2% |
| Admin fee / account holder | $3,437 | $12,400-72.3% | $10,762-68.1% | $11,403-69.9% |