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 9-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 | $450,304 | $132,239+240.5% | $105,722+325.9% | $273,961+64.4% |
| Participation rate | 95.2% | 83.2%+12.0pp | 78.9%+16.3pp | 83.0%+12.2pp |
| Annual return | 10.27% | 10.07%+0.2pp | 12.25%-2.0pp | 41.45%-31.2pp |
| Employer contribution / active EE | $7 | $4,867-99.9% | $4,079-99.8% | $4,869-99.9% |
| Participant deferral / active EE | $8,474 | $6,233+36.0% | $5,326+59.1% | $5,287+60.3% |
| Admin fee / account holder | $5,282 | $12,032-56.1% | $8,308-36.4% | $10,132-47.9% |