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 | $295,221 | $98,240+200.5% | $82,313+258.7% | $147,584+100.0% |
| Participation rate | 72.7% | 79.7%-7.0pp | 76.9%-4.2pp | 82.8%-10.1pp |
| Annual return | 15.78% | 30.85%-15.1pp | 25.88%-10.1pp | 578.55%-562.8pp |
| Employer contribution / active EE | $464 | $3,192-85.5% | $2,428-80.9% | $4,876-90.5% |
| Participant deferral / active EE | $6,390 | $4,383+45.8% | $3,706+72.4% | $5,439+17.5% |
| Admin fee / account holder | $61,766 | $8,563+621.3% | $5,608+1001.4% | $10,885+467.4% |