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 | $313,749 | $154,117+103.6% | $129,995+141.4% | $139,434+125.0% |
| Participation rate | 95.2% | 82.0%+13.3pp | 78.5%+16.8pp | 80.3%+14.9pp |
| Annual return | 39.31% | 32.48%+6.8pp | -137.18%+176.5pp | 372.94%-333.6pp |
| Employer contribution / active EE | $746 | $5,289-85.9% | $4,320-82.7% | $4,751-84.3% |
| Participant deferral / active EE | $4,422 | $6,710-34.1% | $5,820-24.0% | $6,710-34.1% |
| Admin fee / account holder | $8,031 | $14,007-42.7% | $10,614-24.3% | $11,403-29.6% |