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 | $294,771 | $297,529-0.9% | $246,525+19.6% | $357,791-17.6% |
| Participation rate | 71.4% | 86.5%-15.1pp | 82.0%-10.5pp | 85.6%-14.2pp |
| Annual return | 28.11% | -2.25%+30.4pp | 0.46%+27.6pp | 396.79%-368.7pp |
| Employer contribution / active EE | $4,590 | $8,709-47.3% | $7,467-38.5% | $7,508-38.9% |
| Participant deferral / active EE | $10,706 | $6,076+76.2% | $5,422+97.4% | $5,521+93.9% |
| Admin fee / account holder | $1,516 | $16,212-90.6% | $16,551-90.8% | $28,387-94.7% |