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 | $267,151 | $89,355+199.0% | $141,162+89.3% | $72,985+266.0% |
| Participation rate | 83.8% | 75.1%+8.7pp | 82.5%+1.4pp | 69.5%+14.3pp |
| Annual return | 23.62% | 111.85%-88.2pp | 71.39%-47.8pp | 81.00%-57.4pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $11,310 | $5,418+108.8% | $6,709+68.6% | $3,607+213.5% |
| Admin fee / account holder | $53,787 | $5,958+802.7% | $10,261+424.2% | $5,124+949.6% |