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 6-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 | $251,944 | $91,538+175.2% | $129,995+93.8% | $75,163+235.2% |
| Participation rate | 86.1% | 71.4%+14.7pp | 78.5%+7.6pp | 67.2%+18.9pp |
| Annual return | 26.13% | -631.11%+657.2pp | -137.18%+163.3pp | 160.62%-134.5pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,266 | $4,341-1.7% | $5,820-26.7% | $4,125+3.4% |
| Admin fee / account holder | $8,902 | $6,790+31.1% | $10,614-16.1% | $5,651+57.5% |