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 | $424,468 | $288,797+47.0% | $239,577+77.2% | $382,429+11.0% |
| Participation rate | 100.0% | 85.8%+14.2pp | 82.1%+17.9pp | 87.7%+12.3pp |
| Annual return | 14.42% | -3.30%+17.7pp | -0.70%+15.1pp | 248.85%-234.4pp |
| Employer contribution / active EE | $2,215 | $8,558-74.1% | $7,232-69.4% | $8,036-72.4% |
| Participant deferral / active EE | $11,570 | $6,420+80.2% | $5,676+103.8% | $5,727+102.0% |
| Admin fee / account holder | $1,326 | $18,649-92.9% | $19,315-93.1% | $30,732-95.7% |