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 | $267,022 | $99,341+168.8% | $84,750+215.1% | $273,961-2.5% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 10.47% | 22.93%-12.5pp | 22.78%-12.3pp | 41.45%-31.0pp |
| Employer contribution / active EE | $284 | $4,214-93.3% | $3,574-92.1% | $4,869-94.2% |
| Participant deferral / active EE | $5,705 | $4,269+33.6% | $3,712+53.7% | $5,287+7.9% |
| Admin fee / account holder | $22,735 | $6,644+242.2% | $5,332+326.4% | $10,132+124.4% |