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 | $272,310 | $89,355+204.8% | $141,162+92.9% | $72,985+273.1% |
| Participation rate | 97.3% | 75.1%+22.2pp | 82.5%+14.8pp | 69.5%+27.8pp |
| Annual return | 25.34% | 111.85%-86.5pp | 71.39%-46.1pp | 81.00%-55.7pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $11,294 | $5,418+108.4% | $6,709+68.3% | $3,607+213.1% |
| Admin fee / account holder | $8,137 | $5,958+36.6% | $10,261-20.7% | $5,124+58.8% |