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 | $266,079 | $94,529+181.5% | $140,016+90.0% | $64,186+314.5% |
| Participation rate | 80.8% | 84.1%-3.3pp | 87.5%-6.7pp | 69.6%+11.2pp |
| Annual return | 6.58% | 7.77%-1.2pp | 651.12%-644.5pp | 7.63%-1.1pp |
| Employer contribution / active EE | $450 | $3,812-88.2% | $5,606-92.0% | $2,381-81.1% |
| Participant deferral / active EE | $4,262 | $5,250-18.8% | $6,927-38.5% | $3,470+22.8% |
| Admin fee / account holder | $2,419 | $6,741-64.1% | $10,705-77.4% | $4,888-50.5% |