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 | $283,921 | $82,664+243.5% | $125,339+126.5% | $68,494+314.5% |
| Participation rate | 80.6% | 75.0%+5.6pp | 82.4%-1.8pp | 67.9%+12.7pp |
| Annual return | -16.42% | -5.97%-10.4pp | 572.05%-588.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $13,250 | $6,110+116.8% | $7,446+77.9% | $4,027+229.0% |
| Admin fee / account holder | $37,111 | $6,275+491.4% | $10,010+270.8% | $5,403+586.9% |