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 | $280,850 | $148,978+88.5% | $200,582+40.0% | $84,808+231.2% |
| Participation rate | 94.3% | 84.2%+10.1pp | 86.9%+7.4pp | 68.3%+26.0pp |
| Annual return | 14.05% | 28.16%-14.1pp | 42.33%-28.3pp | 40.90%-26.8pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,610 | $7,142-7.5% | $9,331-29.2% | $4,212+56.9% |
| Admin fee / account holder | $25,863 | $13,977+85.0% | $16,305+58.6% | $7,344+252.2% |