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 | $397,895 | $109,413+263.7% | $156,263+154.6% | $84,808+369.2% |
| Participation rate | 89.2% | 72.7%+16.5pp | 78.9%+10.3pp | 68.3%+20.9pp |
| Annual return | 16.60% | 20.18%-3.6pp | 59.47%-42.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,823 | $4,590+26.9% | $6,158-5.4% | $4,212+38.3% |
| Admin fee / account holder | $16,147 | $9,357+72.6% | $14,255+13.3% | $7,344+119.9% |