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 | $259,527 | $77,314+235.7% | $177,989+45.8% | $80,856+221.0% |
| Participation rate | 79.2% | 65.7%+13.5pp | 77.1%+2.1pp | 67.6%+11.5pp |
| Annual return | 11.78% | 18.09%-6.3pp | 294.48%-282.7pp | 35.59%-23.8pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $12,695 | $4,411+187.8% | $6,276+102.3% | $4,296+195.5% |
| Admin fee / account holder | $27,505 | $7,191+282.5% | $10,363+165.4% | $6,918+297.6% |