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 | $284,699 | $83,477+241.0% | $125,175+127.4% | $72,985+290.1% |
| Participation rate | 83.9% | 73.3%+10.6pp | 79.8%+4.1pp | 69.5%+14.4pp |
| Annual return | 22.16% | 25.78%-3.6pp | 43.79%-21.6pp | 81.00%-58.8pp |
| Employer contribution / active EE | $542 | $2,345-76.9% | $3,865-86.0% | $2,440-77.8% |
| Participant deferral / active EE | $7,447 | $3,585+107.7% | $4,937+50.8% | $3,607+106.4% |
| Admin fee / account holder | $27,403 | $5,517+396.7% | $9,702+182.4% | $5,124+434.8% |