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 6-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 | $281,264 | $93,170+201.9% | $100,534+179.8% | $84,808+231.6% |
| Participation rate | 98.2% | 75.8%+22.4pp | 80.6%+17.6pp | 68.3%+29.9pp |
| Annual return | 14.46% | 47.13%-32.7pp | 32.66%-18.2pp | 40.90%-26.4pp |
| Employer contribution / active EE | $845 | $3,985-78.8% | $4,346-80.6% | $2,631-67.9% |
| Participant deferral / active EE | $20,012 | $5,699+251.2% | $6,144+225.7% | $4,212+375.2% |
| Admin fee / account holder | $18,702 | $7,382+153.3% | $7,654+144.3% | $7,344+154.7% |