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 | $548,881 | $152,460+260.0% | $118,746+362.2% | $147,584+271.9% |
| Participation rate | 90.0% | 82.3%+7.7pp | 78.3%+11.7pp | 82.8%+7.2pp |
| Annual return | 26.21% | 17.41%+8.8pp | 24.54%+1.7pp | 578.55%-552.3pp |
| Employer contribution / active EE | $8 | $5,046-99.8% | $4,193-99.8% | $4,876-99.8% |
| Participant deferral / active EE | $7,957 | $6,212+28.1% | $5,332+49.2% | $5,439+46.3% |
| Admin fee / account holder | $2,402 | $16,953-85.8% | $10,720-77.6% | $10,885-77.9% |