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 | $262,639 | $175,202+49.9% | $149,673+75.5% | $139,434+88.4% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 17.56% | 166.71%-149.1pp | 134.42%-116.9pp | 372.94%-355.4pp |
| Employer contribution / active EE | $1,009 | $5,474-81.6% | $4,818-79.0% | $4,751-78.8% |
| Participant deferral / active EE | $6,653 | $6,519+2.1% | $5,680+17.1% | $6,710-0.9% |
| Admin fee / account holder | $389 | $16,150-97.6% | $13,210-97.1% | $11,403-96.6% |