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 | $315,125 | $154,117+104.5% | $129,995+142.4% | $139,434+126.0% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 23.11% | 32.48%-9.4pp | -137.18%+160.3pp | 372.94%-349.8pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,320-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $7,728 | $6,710+15.2% | $5,820+32.8% | $6,710+15.2% |
| Admin fee / account holder | $2,900 | $14,007-79.3% | $10,614-72.7% | $11,403-74.6% |