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 | $281,216 | $162,781+72.8% | $133,956+109.9% | $158,922+77.0% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 6.92% | 41.94%-35.0pp | 45.09%-38.2pp | 302.83%-295.9pp |
| Employer contribution / active EE | $364 | $4,975-92.7% | $3,919-90.7% | $4,761-92.4% |
| Participant deferral / active EE | $4,038 | $5,911-31.7% | $5,048-20.0% | $5,982-32.5% |
| Admin fee / account holder | $38,072 | $11,736+224.4% | $8,927+326.5% | $11,246+238.5% |