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 | $263,541 | $101,724+159.1% | $164,813+59.9% | $80,856+225.9% |
| Participation rate | 82.4% | 71.8%+10.5pp | 78.6%+3.7pp | 67.6%+14.7pp |
| Annual return | 15.94% | 16.72%-0.8pp | 69.93%-54.0pp | 35.59%-19.7pp |
| Employer contribution / active EE | $308 | $2,953-89.6% | $4,341-92.9% | $2,755-88.8% |
| Participant deferral / active EE | $4,646 | $4,477+3.8% | $6,031-23.0% | $4,296+8.1% |
| Admin fee / account holder | $43,434 | $8,227+427.9% | $12,690+242.3% | $6,918+527.8% |