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 | $420,409 | $175,600+139.4% | $129,110+225.6% | $134,475+212.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -18.01% | -11.39%-6.6pp | -10.94%-7.1pp | 417.96%-436.0pp |
| Employer contribution / active EE | $665 | $6,355-89.5% | $5,052-86.8% | $4,740-86.0% |
| Participant deferral / active EE | $13,822 | $7,975+73.3% | $6,542+111.3% | $6,400+116.0% |
| Admin fee / account holder | $24,192 | $23,567+2.6% | $14,302+69.1% | $11,426+111.7% |