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 | $268,171 | $176,812+51.7% | $146,665+82.8% | $167,490+60.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.94% | 24.03%-12.1pp | 22.74%-10.8pp | 478.56%-466.6pp |
| Employer contribution / active EE | $57 | $5,160-98.9% | $4,136-98.6% | $4,837-98.8% |
| Participant deferral / active EE | $2,187 | $6,440-66.0% | $5,506-60.3% | $6,341-65.5% |
| Admin fee / account holder | $3,329 | $13,259-74.9% | $10,280-67.6% | $12,309-73.0% |