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 | $316,123 | $81,460+288.1% | $103,333+205.9% | $80,856+291.0% |
| Participation rate | 78.8% | 66.8%+11.9pp | 74.5%+4.3pp | 67.6%+11.1pp |
| Annual return | 19.04% | 25.55%-6.5pp | 24.88%-5.8pp | 35.59%-16.6pp |
| Employer contribution / active EE | $138 | $3,105-95.5% | $3,868-96.4% | $2,755-95.0% |
| Participant deferral / active EE | $13,606 | $3,869+251.7% | $5,057+169.0% | $4,296+216.7% |
| Admin fee / account holder | $31,597 | $6,566+381.2% | $8,355+278.2% | $6,918+356.7% |