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 | $342,385 | $72,277+373.7% | $101,248+238.2% | $79,858+328.7% |
| Participation rate | 73.5% | 68.5%+5.1pp | 75.8%-2.3pp | 69.6%+3.9pp |
| Annual return | 16.39% | 22.30%-5.9pp | 46.47%-30.1pp | 31.71%-15.3pp |
| Employer contribution / active EE | $514 | $2,692-80.9% | $3,660-85.9% | $2,471-79.2% |
| Participant deferral / active EE | $4,014 | $3,282+22.3% | $4,370-8.1% | $3,740+7.3% |
| Admin fee / account holder | $6,573 | $4,400+49.4% | $5,945+10.6% | $5,306+23.9% |