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 | $324,967 | $60,892+433.7% | $82,389+294.4% | $84,808+283.2% |
| Participation rate | 97.3% | 63.3%+34.0pp | 69.5%+27.8pp | 68.3%+29.0pp |
| Annual return | 13.25% | 37.29%-24.0pp | 28.67%-15.4pp | 40.90%-27.6pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,215 | $3,179+64.1% | $4,155+25.5% | $4,212+23.8% |
| Admin fee / account holder | $40,033 | $5,467+632.2% | $7,231+453.7% | $7,344+445.1% |