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 | $274,614 | $76,552+258.7% | $123,892+121.7% | $62,891+336.7% |
| Participation rate | 94.9% | 73.0%+21.9pp | 81.4%+13.5pp | 69.3%+25.6pp |
| Annual return | 7.99% | 18.68%-10.7pp | 47.52%-39.5pp | 20.14%-12.2pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,959 | $4,840+64.4% | $5,984+33.0% | $3,203+148.5% |
| Admin fee / account holder | $15,232 | $4,826+215.7% | $8,357+82.3% | $4,296+254.6% |