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 | $386,235 | $115,770+233.6% | $101,248+281.5% | $158,922+143.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 7.59% | 56.14%-48.6pp | 46.47%-38.9pp | 302.83%-295.2pp |
| Employer contribution / active EE | $444 | $4,175-89.4% | $3,660-87.9% | $4,761-90.7% |
| Participant deferral / active EE | $1,367 | $4,957-72.4% | $4,370-68.7% | $5,982-77.1% |
| Admin fee / account holder | $25,886 | $7,245+257.3% | $5,945+335.4% | $11,246+130.2% |