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 | $345,431 | $100,041+245.3% | $149,718+130.7% | $70,131+392.6% |
| Participation rate | 97.5% | 83.6%+13.9pp | 87.1%+10.4pp | 69.5%+28.0pp |
| Annual return | 19.85% | 27.43%-7.6pp | 1501.63%-1481.8pp | 73.14%-53.3pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $17,129 | $4,983+243.8% | $6,569+160.8% | $3,332+414.1% |
| Admin fee / account holder | $3,236 | $8,286-61.0% | $11,283-71.3% | $4,645-30.3% |