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 | $325,678 | $115,770+181.3% | $101,248+221.7% | $158,922+104.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.24% | 56.14%-45.9pp | 46.47%-36.2pp | 302.83%-292.6pp |
| Employer contribution / active EE | $402 | $4,175-90.4% | $3,660-89.0% | $4,761-91.6% |
| Participant deferral / active EE | $1,508 | $4,957-69.6% | $4,370-65.5% | $5,982-74.8% |
| Admin fee / account holder | $3,432 | $7,245-52.6% | $5,945-42.3% | $11,246-69.5% |