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 | $396,833 | $238,490+66.4% | $180,183+120.2% | $142,382+178.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 13.11% | 33.56%-20.4pp | 27.86%-14.7pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,380 | $6,143-77.5% | $5,039-72.6% | $4,299-67.9% |
| Participant deferral / active EE | $6,940 | $7,996-13.2% | $6,822+1.7% | $6,507+6.6% |
| Admin fee / account holder | $9,750 | $28,866-66.2% | $19,975-51.2% | $12,624-22.8% |