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 7-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 | $364,924 | $80,968+350.7% | $96,544+278.0% | $75,163+385.5% |
| Participation rate | 85.4% | 71.8%+13.6pp | 76.0%+9.5pp | 67.2%+18.2pp |
| Annual return | 15.46% | 27.06%-11.6pp | 25.84%-10.4pp | 160.62%-145.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $9,066 | $3,928+130.8% | $4,851+86.9% | $4,125+119.8% |
| Admin fee / account holder | $42,111 | $6,724+526.2% | $8,252+410.3% | $5,651+645.2% |