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 | $250,876 | $209,411+19.8% | $178,490+40.6% | $158,922+57.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.85% | 188.75%-164.9pp | 151.07%-127.2pp | 302.83%-279.0pp |
| Employer contribution / active EE | $857 | $5,706-85.0% | $5,011-82.9% | $4,761-82.0% |
| Participant deferral / active EE | $5,814 | $5,954-2.4% | $5,202+11.8% | $5,982-2.8% |
| Admin fee / account holder | $943 | $17,074-94.5% | $13,984-93.3% | $11,246-91.6% |