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 | $452,083 | $123,793+265.2% | $177,821+154.2% | $79,858+466.1% |
| Participation rate | 74.4% | 84.7%-10.3pp | 87.7%-13.4pp | 69.6%+4.7pp |
| Annual return | 42.42% | 22.82%+19.6pp | 48.32%-5.9pp | 31.71%+10.7pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,488 | $5,956+42.5% | $7,714+10.0% | $3,740+126.9% |
| Admin fee / account holder | $14,105 | $7,243+94.8% | $12,427+13.5% | $5,306+165.8% |