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 8-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 | $315,633 | $116,175+171.7% | $93,606+237.2% | $152,861+106.5% |
| Participation rate | 75.0% | 78.0%-3.0pp | 75.8%-0.8pp | 82.4%-7.4pp |
| Annual return | 29.18% | 35.96%-6.8pp | 32.76%-3.6pp | 345.32%-316.1pp |
| Employer contribution / active EE | $450 | $3,218-86.0% | $2,718-83.4% | $4,762-90.6% |
| Participant deferral / active EE | $12,500 | $4,603+171.5% | $4,069+207.2% | $5,850+113.7% |
| Admin fee / account holder | $12,615 | $10,748+17.4% | $7,888+59.9% | $11,596+8.8% |