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 | $265,243 | $91,538+189.8% | $129,995+104.0% | $75,163+252.9% |
| Participation rate | 91.7% | 71.4%+20.2pp | 78.5%+13.2pp | 67.2%+24.5pp |
| Annual return | 22.37% | -631.11%+653.5pp | -137.18%+159.5pp | 160.62%-138.3pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,981 | $4,341+37.8% | $5,820+2.8% | $4,125+45.0% |
| Admin fee / account holder | $28,204 | $6,790+315.4% | $10,614+165.7% | $5,651+399.1% |