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 | $353,405 | $125,758+181.0% | $169,993+107.9% | $75,163+370.2% |
| Participation rate | 91.4% | 83.6%+7.8pp | 87.0%+4.4pp | 67.2%+24.2pp |
| Annual return | 18.66% | 27.20%-8.5pp | 53.37%-34.7pp | 160.62%-142.0pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $15,955 | $6,837+133.4% | $10,408+53.3% | $4,125+286.8% |
| Admin fee / account holder | $27,214 | $8,173+233.0% | $12,815+112.4% | $5,651+381.6% |