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 | $340,322 | $101,724+234.6% | $164,813+106.5% | $80,856+320.9% |
| Participation rate | 88.6% | 71.8%+16.7pp | 78.6%+10.0pp | 67.6%+20.9pp |
| Annual return | 19.16% | 16.72%+2.4pp | 69.93%-50.8pp | 35.59%-16.4pp |
| Employer contribution / active EE | $98 | $2,953-96.7% | $4,341-97.7% | $2,755-96.4% |
| Participant deferral / active EE | $5,786 | $4,477+29.2% | $6,031-4.1% | $4,296+34.7% |
| Admin fee / account holder | $13,052 | $8,227+58.6% | $12,690+2.9% | $6,918+88.7% |